Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$616K Hold
2025
Q2
$560K Hold
2025
Q1
$453K Hold
2024
Q4
$555K Hold
2024
Q3
$635K Hold
2024
Q2
$658K Hold
2024
Q1
$773K Hold
2023
Q4
$690K Hold
2023
Q3
$691K Hold
2023
Q2
$718K Hold
2023
Q1
$581K Buy
2015
Q3
Sell
2015
Q2
$218K Buy
2015
Q1
$249K Sell
2014
Q4
$279K Hold
2014
Q3
$318K Sell
2014
Q2
$434K Sell
2014
Q1
$496K Buy
2013
Q4
$443K Buy
2013
Q3
$353K Sell
2013
Q2
$401K Buy