Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$689K Hold
2025
Q2
$492K Sell
2025
Q1
$420K Sell
2024
Q4
$813K Sell
2024
Q3
$637K Sell
2024
Q2
$608K Sell
2024
Q1
$577K Sell
2023
Q4
$1.31M Sell
2023
Q3
$1.47M Buy
2023
Q2
$1.33M Buy
2023
Q1
$789K Buy
2022
Q4
$435K Sell
2022
Q3
$1.02M Hold
2022
Q2
$865K Sell
2022
Q1
$1.42M Buy
2014
Q4
Sell
2014
Q3
$1.05M Buy
2014
Q2
$993K Buy
2014
Q1
$862K Buy