Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$249K Buy
2022
Q3
Sell
2022
Q2
$136K Buy
2021
Q4
Sell
2021
Q3
$1.46M Sell
2021
Q2
$2.52M Buy
2021
Q1
$2.77M Sell
2020
Q4
$3.29M Sell
2020
Q3
$2.46M Buy
2015
Q4
Sell
2015
Q3
$400K Sell
2015
Q2
$962K Buy
2015
Q1
$661K Buy
2014
Q4
Sell
2014
Q3
$363K Sell
2014
Q2
$356K Buy
2013
Q3
Sell
2013
Q2
$762K Buy