Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$364K Hold
2024
Q3
$366K Sell
2024
Q2
$2.22M Sell
2024
Q1
$3.08M Buy
2020
Q1
Sell
2019
Q4
$462K Buy
2015
Q4
Sell
2015
Q3
$7.93M Buy
2014
Q3
Sell
2014
Q2
$2.93M Buy
2013
Q4
Sell
2013
Q3
$2.61M Sell
2013
Q2
$3.45M Buy