Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$656K Sell
2025
Q1
$636K Sell
2024
Q4
$635K Sell
2024
Q3
$645K Buy
2021
Q4
Sell
2021
Q3
$211K Buy
2020
Q2
Sell
2020
Q1
$202K Buy
2015
Q1
Sell
2014
Q4
$228K Buy