Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$506K Sell
2025
Q1
$490K Buy
2024
Q4
$506K Buy
2024
Q3
$475K Sell
2024
Q2
$537K Buy
2024
Q1
$510K Sell
2023
Q4
$604K Buy
2020
Q1
Sell
2019
Q4
$246K Buy
2019
Q3
$47K Buy
2015
Q3
Sell
2015
Q2
$4.23M Buy
2015
Q1
$3.43M Buy
2014
Q4
$2.46M Buy
2014
Q3
$1.04M Buy