Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.38M Buy
2024
Q4
$1.44M Sell
2024
Q3
$2.04M Buy
2024
Q2
$432K Buy
2024
Q1
$396K Sell
2023
Q4
$484K Buy
2022
Q4
Sell
2022
Q3
$38.4M Buy
2022
Q2
$23.4M Buy
2022
Q1
$33.4M Sell
2021
Q4
$39.5M Sell
2021
Q3
$37.5M Buy
2021
Q2
$33.6M Buy
2014
Q4
Sell
2014
Q3
$1.24M Hold
2014
Q2
$1.17M Hold
2014
Q1
$1.17M Hold
2013
Q4
$1.18M Sell
2013
Q3
$1.27M Buy
2013
Q2
$1.01M Buy