Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$603K Sell
2025
Q2
$785K Buy
2025
Q1
$641K Buy
2022
Q3
Sell
2022
Q2
$85K Buy
2019
Q2
Sell
2019
Q1
$252K Buy
2018
Q3
Sell
2018
Q2
$490K Buy
2017
Q3
Sell
2017
Q2
$64K Buy
2014
Q3
Sell
2014
Q2
$113K Buy
2014
Q1
Sell
2013
Q4
$189K Buy