Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$383K Buy
2024
Q2
Sell
2024
Q1
$272K Sell
2023
Q4
$2.98M Sell
2023
Q3
$4.29M Buy
2023
Q2
$2.45M Sell
2023
Q1
$2.66M Buy
2022
Q3
Sell
2022
Q2
$256K Hold
2022
Q1
$265K Sell
2021
Q4
$1.1M Buy
2018
Q3
Sell
2018
Q2
$248K Sell
2018
Q1
$227K Sell
2017
Q4
$280K Sell
2017
Q3
$268K Buy
2014
Q2
$271K Buy
2013
Q4
$228K Sell
2013
Q3
$216K Sell
2013
Q2
$288K Buy