Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
2025
Q1
$410K Hold
2024
Q4
$649K Sell
2024
Q3
$726K Buy
2023
Q4
Sell
2023
Q3
$436K Buy
2023
Q2
$668K Buy
2023
Q1
$352K Buy
2022
Q3
Sell
2022
Q2
$143K Sell
2022
Q1
$763K Sell
2021
Q4
$1.07M Buy
2021
Q3
$1.36M Sell
2021
Q2
$2.23M Buy
2015
Q4
Sell
2015
Q3
$679K Buy
2015
Q1
Sell
2014
Q4
$530K Buy
2014
Q3
$432K Buy