Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$645K Hold
2025
Q1
$579K Hold
2024
Q4
$596K Sell
2024
Q3
$538K Buy
2023
Q4
Sell
2023
Q3
$246K Buy
2020
Q3
Sell
2020
Q2
$338K Buy
2015
Q4
Sell
2015
Q3
$5.23M Buy
2014
Q4
Sell
2014
Q3
$7.82M Buy