Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$678K Buy
2024
Q4
$656K Sell
2024
Q3
$693K Sell
2024
Q2
$573K Sell
2024
Q1
$512K Buy
2023
Q4
$509K Sell
2023
Q3
$512K Buy
2023
Q2
$215K Buy
2015
Q3
Sell
2015
Q2
$227K Sell
2015
Q1
$215K Sell
2014
Q4
$2.72K Buy
2014
Q3
$223K Sell
2014
Q2
$246K Buy