Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$227K Sell
2025
Q2
$576K Sell
2025
Q1
$661K Sell
2024
Q4
$754K Sell
2024
Q3
$1.25M Sell
2024
Q2
$1.29M Sell
2024
Q1
$1.53M Sell
2023
Q4
$1.66M Sell
2023
Q3
$1.53M Sell
2023
Q2
$1.73M Sell
2023
Q1
$1.9M Buy
2020
Q3
Sell
2020
Q2
$3.47M Hold
2020
Q1
$2.9M Buy
2014
Q1
Sell
2013
Q4
$2.64M Sell
2013
Q3
$2.26M Sell
2013
Q2
$2.02M Buy