Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$786K Buy
2023
Q3
Sell
2023
Q2
$563K Sell
2023
Q1
$692K Buy
2022
Q2
Sell
2022
Q1
$148K Hold
2021
Q4
$190K Sell
2021
Q3
$502K Sell
2021
Q2
$835K Buy
2021
Q1
$267K Buy
2014
Q2
Hold
2014
Q1
Sell
2013
Q4
$121K Sell
2013
Q3
$1.17M Sell
2013
Q2
$1.33M Buy