Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$650K Sell
2025
Q1
$826K Buy
2024
Q4
$677K Sell
2024
Q3
$797K Sell
2024
Q2
$1.03M Buy
2018
Q4
Sell
2018
Q3
$637K Buy
2016
Q4
Sell
2016
Q3
$1.05M Buy
2016
Q2
$594K Buy
2014
Q3
Sell
2014
Q2
$200K Buy
2014
Q1
Sell
2013
Q4
$265K Buy