Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$507K Sell
2025
Q1
$611K Sell
2024
Q4
$693K Sell
2024
Q3
$838K Sell
2024
Q2
$1.14M Sell
2024
Q1
$1.67M Sell
2023
Q4
$1.9M Sell
2023
Q3
$1.45M Sell
2023
Q2
$1.44M Sell
2023
Q1
$1.65M Sell
2022
Q4
$4.37M Sell
2022
Q3
$4.3M Sell
2022
Q2
$6.39M Sell
2022
Q1
$8.51M Buy
2015
Q3
$9.94M Sell
2015
Q2
$10.2M Sell
2015
Q1
$10.7M Sell
2014
Q4
$14.3M Buy
2014
Q3
$13.7M Sell
2014
Q2
$12.3M Sell
2014
Q1
$10.7M Buy
2013
Q4
$10.7M Buy
2013
Q3
$9.47M Sell
2013
Q2
$10.9M Buy