Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$676K Sell
2025
Q2
$735K Sell
2025
Q1
$861K Buy
2024
Q4
$876K Sell
2024
Q3
$1.02M Buy
2024
Q2
$828K Buy
2024
Q1
$535K Buy
2023
Q4
$290K Buy
2017
Q1
Sell
2016
Q4
$244K Sell
2016
Q3
$204K Buy
2016
Q2
Sell
2016
Q1
$219K Sell
2015
Q4
$304K Sell
2015
Q3
$372K Sell
2015
Q2
$443K Sell
2015
Q1
$419K Buy
2014
Q4
$438K Buy