Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$4.06M Buy
2024
Q4
$3.96M Buy
2024
Q3
$3.55M Buy
2021
Q1
Sell
2020
Q4
$3.17M Buy
2020
Q3
$2.7M Buy
2020
Q2
$2.31M Buy
2020
Q1
Sell
2019
Q4
$377K Buy
2014
Q2
Sell
2014
Q1
$409K Sell
2013
Q4
$483K Hold
2013
Q3
$449K Sell
2013
Q2
$392K Buy