Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$804K Hold
2025
Q1
$926K Hold
2024
Q4
$771K Hold
2024
Q3
$788K Hold
2024
Q2
$856K Sell
2024
Q1
$1.13M Buy
2023
Q4
$807K Sell
2023
Q3
$933K Buy
2023
Q2
$272K Buy
2013
Q4
Sell
2013
Q3
$309K Hold
2013
Q2
$266K Buy