Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$582K Sell
2025
Q1
$399K Sell
2024
Q4
$477K Sell
2024
Q3
$445K Buy
2024
Q2
$367K Buy
2024
Q1
$300K Buy
2023
Q4
$211K Buy
2023
Q3
Sell
2023
Q2
$279K Buy
2023
Q1
$213K Buy
2014
Q4
Sell
2014
Q3
$588K Buy