Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.78M Buy
2020
Q4
Sell
2020
Q3
$535K Buy
2020
Q1
Sell
2019
Q4
$2.27M Buy
2019
Q3
$1.54M Buy
2019
Q2
$1.59M Hold
2019
Q1
$1.6M Buy
2015
Q2
Sell
2015
Q1
$2.53M Buy
2014
Q4
Sell
2014
Q3
$1.39M Buy
2014
Q2
$772K Buy
2014
Q1
$519K Buy
2013
Q4
Sell
2013
Q3
$300K Sell
2013
Q2
$1.31M Buy