Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$314K Sell
2025
Q1
$728K Sell
2024
Q4
$1.1M Sell
2024
Q3
$1.26M Sell
2024
Q2
$1.32M Buy
2024
Q1
$1.37M Buy
2023
Q4
$599K Sell
2023
Q3
$762K Buy
2023
Q2
$387K Sell
2023
Q1
$375K Buy
2022
Q4
$279K Buy
2022
Q3
$171K Buy
2014
Q1
Sell
2013
Q4
$1.72M Buy