Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$539K Hold
2024
Q4
$920K Hold
2024
Q3
$952K Buy
2024
Q2
$991K Buy
2023
Q2
Sell
2023
Q1
$605K Sell
2022
Q4
$662K Sell
2022
Q3
$645K Buy
2022
Q2
$623K Buy
2022
Q1
$817K Buy
2021
Q4
$565K Sell
2021
Q3
$952K Sell
2021
Q2
$735K Buy
2014
Q2
Sell
2014
Q1
$16K Buy
2013
Q4
$14K Buy