Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$623K Sell
2024
Q4
$865K Buy
2024
Q3
$901K Sell
2024
Q2
$782K Buy
2024
Q1
$618K Sell
2023
Q4
$660K Sell
2023
Q3
$758K Buy
2023
Q2
$598K Sell
2023
Q1
$770K Sell
2022
Q4
$1.37M Buy
2022
Q3
$925K Buy
2014
Q1
Sell
2013
Q4
$289K Hold
2013
Q3
$264K Buy