Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$323K Sell
2025
Q1
$594K Buy
2024
Q4
$588K Buy
2024
Q3
$511K Sell
2024
Q2
$552K Sell
2024
Q1
$898K Buy
2023
Q4
$331K Buy
2016
Q3
Sell
2016
Q2
$47K Sell
2016
Q1
$44K Sell
2015
Q4
$64K Sell
2015
Q3
$60K Buy
2015
Q2
$47K Sell
2015
Q1
$69K Sell
2014
Q4
$122K Buy