Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$275K Buy
2024
Q1
Sell
2023
Q4
$488K Sell
2023
Q3
$510K Buy
2023
Q2
Sell
2023
Q1
$761K Buy
2022
Q4
$1.09M Buy
2015
Q4
Sell
2015
Q3
$1.35M Sell
2015
Q2
$2.27M Buy
2014
Q3
Sell
2014
Q2
$555K Buy