Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$277K Sell
2025
Q2
$353K Sell
2025
Q1
$579K Buy
2024
Q4
$425K Sell
2024
Q3
$515K Buy
2024
Q2
$371K Buy
2024
Q1
$273K Sell
2023
Q4
$388K Buy
2023
Q3
$255K Buy
2023
Q2
$221K Buy
2015
Q4
Sell
2015
Q3
$1.07M Sell
2015
Q2
$1.21M Buy
2015
Q1
$634K Buy
2014
Q4
$289K Sell
2014
Q3
$1.76M Buy
2014
Q2
$1.1M Sell
2014
Q1
$1.1M Buy
2013
Q3
Sell
2013
Q2
$807K Buy