Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$607K Sell
2025
Q1
$808K Sell
2024
Q4
$1.47M Sell
2024
Q3
$1.44M Sell
2024
Q2
$1.5M Buy
2024
Q1
$1.27M Buy
2023
Q4
$884K Sell
2023
Q3
$1.05M Buy
2023
Q2
Sell
2023
Q1
$366K Sell
2022
Q4
$453K Sell
2022
Q3
$440K Sell
2022
Q2
$605K Buy
2019
Q3
Sell
2019
Q2
$148K Buy
2015
Q3
Sell
2015
Q2
$225K Hold
2015
Q1
$225K Hold
2014
Q4
$228K Hold
2014
Q3
$206K Sell
2014
Q2
$325K Buy