Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$106K Sell
2024
Q4
$409K Sell
2024
Q3
$385K Sell
2024
Q2
$549K Sell
2024
Q1
$2.36M Sell
2023
Q4
$2.67M Sell
2023
Q3
$3.2M Buy
2023
Q2
$3.2M Buy
2023
Q1
$2.1M Buy
2022
Q4
$1.3M Buy
2022
Q3
$183K Sell
2022
Q2
$243K Buy
2022
Q1
$189K Buy
2015
Q1
Sell
2014
Q4
$224K Sell
2014
Q3
$213K Buy
2014
Q2
$241K Sell
2014
Q1
$228K Sell
2013
Q4
$210K Buy