Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$442K Sell
2025
Q2
$520K Buy
2025
Q1
$464K Sell
2024
Q4
$442K Sell
2024
Q3
$403K Buy
2024
Q2
$301K Hold
2024
Q1
$316K Buy
2023
Q4
$204K Buy
2018
Q4
Sell
2018
Q3
$775K Buy
2018
Q2
Sell
2018
Q1
$343K Sell
2017
Q4
$428K Buy
2014
Q2
Sell
2014
Q1
$660K Sell
2013
Q4
$666K Buy
2013
Q3
$522K Buy
2013
Q2
$253K Buy