Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$403K Buy
2025
Q1
$371K Buy
2022
Q2
Sell
2022
Q1
$289K Buy
2021
Q2
Sell
2021
Q1
$3.06M Buy
2015
Q4
Sell
2015
Q3
$1.71M Buy
2015
Q2
$2.58M Sell
2015
Q1
$3.55M Buy
2014
Q4
Sell
2014
Q3
$8.98M Buy
2014
Q2
$1.62M Buy
2013
Q3
Sell
2013
Q2
$486K Buy