Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$546K Sell
2025
Q1
$719K Buy
2024
Q4
$348K Sell
2024
Q3
$513K Sell
2024
Q2
$679K Buy
2023
Q4
Sell
2023
Q3
$1.29M Sell
2023
Q2
$1.18M Sell
2023
Q1
$1.24M Sell
2022
Q4
$1.55M Sell
2022
Q3
$1.29M Buy
2022
Q2
$1.14M Sell
2022
Q1
$1.18M Buy
2019
Q2
Sell
2019
Q1
$236K Buy
2014
Q4
Sell
2014
Q3
$353K Sell
2014
Q2
$384K Buy
2014
Q1
$204K Buy
2013
Q4
$200K Buy