Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$437K Buy
2024
Q4
$498K Buy
2024
Q3
Sell
2024
Q2
$412K Sell
2024
Q1
$2.27M Buy
2023
Q4
$320K Sell
2023
Q3
$382K Sell
2023
Q2
$1.11M Sell
2023
Q1
$3.49M Buy
2022
Q4
$983K Buy
2022
Q3
$509K Buy
2022
Q2
$286K Buy
2019
Q1
Sell
2018
Q4
$9.4M Buy
2015
Q1
Sell
2014
Q4
$183K Sell
2014
Q3
$123K Sell
2014
Q2
$284K Buy