Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$705K Buy
2021
Q2
Sell
2021
Q1
$234K Buy
2020
Q4
$259K Buy
2020
Q3
$189K Sell
2020
Q2
$216K Sell
2020
Q1
$207K Sell
2019
Q4
$400K Sell
2019
Q3
$320K Buy
2019
Q2
$320K Sell
2019
Q1
$345K Buy
2014
Q4
Sell
2014
Q3
$47K Buy
2014
Q2
$41K Buy
2014
Q1
$32K Buy
2013
Q4
$30K Buy
2013
Q3
$24K Buy
2013
Q2
$16K Buy