Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$912K Buy
2025
Q2
$641K Buy
2022
Q4
Sell
2022
Q3
$216K Buy
2021
Q4
Sell
2021
Q3
$236K Buy
2018
Q4
Sell
2018
Q3
$201K Buy
2015
Q3
Sell
2015
Q2
$255K Sell
2015
Q1
$267K Buy
2014
Q4
$208K Sell
2014
Q3
$371K Sell
2014
Q2
$361K Buy
2014
Q1
$347K Buy
2013
Q4
$295K Buy
2013
Q3
$238K Buy