Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$430K Buy
2022
Q3
Sell
2022
Q2
$577K Sell
2022
Q1
$1.38M Buy
2021
Q4
$863K Buy
2021
Q3
Sell
2021
Q2
$657K Buy
2015
Q4
Sell
2015
Q3
$533K Buy
2015
Q2
$595K Buy
2014
Q3
Sell
2014
Q2
$1.67M Buy
2013
Q4
Sell
2013
Q3
$865K Buy
2013
Q2
$266K Buy