Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$507K Sell
2025
Q2
$594K Sell
2025
Q1
$696K Buy
2024
Q4
$376K Sell
2024
Q3
$1.06M Sell
2024
Q2
$1.05M Sell
2024
Q1
$1.07M Sell
2023
Q4
$1.43M Buy
2023
Q3
$1.01M Buy
2023
Q2
Sell
2023
Q1
$1.23M Buy
2022
Q2
Sell
2022
Q1
$1.08M Buy
2019
Q3
Sell
2019
Q2
$280K Sell
2019
Q1
$300K Buy
2014
Q4
Sell
2014
Q3
$261K Buy