Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$291K Sell
2025
Q1
$264K Sell
2024
Q4
$311K Buy
2024
Q3
$248K Buy
2024
Q2
$203K Sell
2024
Q1
$201K Buy
2018
Q1
Sell
2017
Q4
$313K Sell
2017
Q3
$287K Buy
2017
Q2
$209K Buy
2017
Q1
$209K Buy
2016
Q2
Sell
2016
Q1
$311K Buy
2015
Q4
$238K Buy
2015
Q3
$221K Sell
2015
Q2
$436K Sell
2015
Q1
$430K Sell
2014
Q4
$580K Buy
2014
Q3
$354K Buy