Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.07M Buy
2024
Q4
Sell
2024
Q3
$211K Buy
2023
Q2
Sell
2023
Q1
$2.79M Buy
2022
Q1
Hold
2021
Q4
Hold
2021
Q3
Hold
2021
Q2
Hold
2021
Q1
Hold
2020
Q1
Hold
2019
Q4
Sell
2019
Q3
$1.5M Buy
2015
Q3
Sell
2015
Q2
$1.99M Buy
2013
Q3
Hold
2013
Q2
Hold