Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$218K Buy
2025
Q1
Sell
2024
Q4
$205K Buy
2024
Q1
Sell
2023
Q4
$583K Sell
2023
Q3
$686K Buy
2023
Q2
$581K Sell
2023
Q1
$578K Buy
2022
Q4
$383K Buy
2022
Q3
$414K Sell
2022
Q2
$492K Buy
2022
Q1
$519K Buy
2021
Q4
$340K Buy
2021
Q3
$255K Buy
2014
Q2
$919K Buy
2013
Q4
$1.28M Sell
2013
Q3
$1.69M Sell
2013
Q2
$1.13M Buy