Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$228K Sell
2025
Q2
$274K Sell
2025
Q1
$274K Buy
2024
Q4
$261K Buy
2022
Q4
Sell
2022
Q3
$401K Sell
2022
Q2
$703K Sell
2022
Q1
$859K Sell
2021
Q4
$1.04M Buy
2021
Q3
$245K Buy
2019
Q4
Sell
2019
Q3
$616K Sell
2019
Q2
$650K Sell
2019
Q1
$614K Buy
2015
Q2
Sell
2015
Q1
$235K Buy
2014
Q1
Sell
2013
Q4
$423K Sell
2013
Q3
$1.17M Buy
2013
Q2
$1.15M Buy