Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$349K Sell
2025
Q2
$298K Sell
2025
Q1
$1.13M Buy
2024
Q4
$1.41M Sell
2024
Q3
$1.31M Buy
2024
Q2
$365K Sell
2024
Q1
$424K Sell
2023
Q4
$507K Buy
2023
Q3
$211K Sell
2023
Q2
$219K Buy
2015
Q2
Sell
2015
Q1
$386K Sell
2014
Q4
$551K Sell
2014
Q3
$788K Sell
2014
Q2
$1.7M Sell
2014
Q1
$2.35M Buy
2013
Q4
$1.66M Buy