Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$258K Hold
2025
Q1
$244K Hold
2024
Q4
$220K Hold
2024
Q3
$206K Sell
2024
Q2
$302K Buy
2023
Q4
Sell
2023
Q3
$597K Sell
2023
Q2
$1.16M Sell
2023
Q1
$1.22M Buy
2020
Q3
$8.61M Hold
2020
Q2
$8.59M Hold
2020
Q1
$7.64M Buy
2017
Q3
Sell
2017
Q2
$2.73M Buy
2016
Q4
Sell
2016
Q3
$1.46M Buy
2014
Q1
Sell
2013
Q4
$1.85M Sell
2013
Q3
$1.91M Sell
2013
Q2
$1.69M Buy