Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$817K Buy
2025
Q2
$828K Buy
2025
Q1
$763K Buy
2024
Q4
$647K Sell
2024
Q3
$729K Sell
2024
Q2
$639K Sell
2024
Q1
$640K Sell
2023
Q4
$563K Buy
2023
Q3
$426K Buy
2023
Q2
$414K Buy
2023
Q1
$377K Buy
2021
Q4
Sell
2021
Q3
$213K Hold
2021
Q2
$214K Buy
2015
Q4
$572K Buy
2014
Q4
$493K Buy
2013
Q4
$374K Buy