Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$544K Buy
2025
Q1
$448K Sell
2024
Q4
$672K Buy
2024
Q3
$565K Sell
2024
Q2
$528K Sell
2024
Q1
$532K Buy
2023
Q4
$495K Buy
2023
Q3
$213K Sell
2023
Q2
$258K Buy
2023
Q1
$204K Sell
2022
Q4
$340K Buy
2022
Q3
$310K Buy
2014
Q2
Sell
2014
Q1
$102K Hold
2013
Q4
$109K Sell
2013
Q3
$102K Sell
2013
Q2
$116K Buy