Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$243K Buy
2024
Q3
$252K Sell
2024
Q2
$222K Sell
2024
Q1
$227K Buy
2022
Q4
Sell
2022
Q3
$728K Sell
2022
Q2
$801K Buy
2020
Q2
Sell
2020
Q1
$254K Buy
2018
Q2
Sell
2018
Q1
$438K Buy
2015
Q4
Sell
2015
Q3
$6.29M Buy
2014
Q4
Sell
2014
Q3
$718K Buy