Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$644K Buy
2021
Q3
Sell
2021
Q2
$557K Sell
2021
Q1
$1.34M Buy
2020
Q4
$1.04M Buy
2019
Q4
Sell
2019
Q3
$6K Buy
2019
Q2
Hold
2019
Q1
Sell
2018
Q4
$86K Buy
2015
Q2
Hold
2015
Q1
Hold
2013
Q4
Sell
2013
Q3
$825K Sell
2013
Q2
$1.09M Buy