Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$165K Sell
2025
Q2
$184K Sell
2025
Q1
$216K Sell
2024
Q4
$401K Buy
2024
Q3
$359K Buy
2024
Q2
$232K Sell
2024
Q1
$405K Sell
2023
Q4
$1.49M Sell
2023
Q3
$9.96M Sell
2023
Q2
$11.9M Buy
2023
Q1
$14.9M Buy
2022
Q1
Sell
2021
Q4
$216K Hold
2021
Q3
$213K Hold
2021
Q2
$225K Buy
2014
Q3
Sell
2014
Q2
$1.59M Buy
2014
Q1
$1.64M Buy
2013
Q4
Sell
2013
Q3
$563K Buy
2013
Q2
$572K Buy