Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$400K Buy
2024
Q2
Sell
2024
Q1
$893K Buy
2023
Q3
Sell
2023
Q2
$645K Buy
2022
Q2
Sell
2022
Q1
$533K Buy
2020
Q1
Sell
2019
Q4
$2.01M Buy
2017
Q1
Sell
2016
Q4
$1.31M Buy
2016
Q3
$618K Buy
2015
Q1
Sell
2014
Q4
$4.42M Buy