Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$867K Sell
2025
Q1
$1.11M Buy
2024
Q4
$1.25M Buy
2024
Q3
$794K Sell
2024
Q2
$1.04M Buy
2024
Q1
$1.16M Buy
2023
Q4
$603K Buy
2023
Q3
$519K Buy
2023
Q2
$329K Buy
2022
Q3
Sell
2022
Q2
$274K Buy
2020
Q4
Hold
2020
Q3
Hold
2014
Q1
Hold
2013
Q4
Hold