Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$248K Sell
2025
Q1
$295K Sell
2024
Q4
$829K Sell
2024
Q3
$1.28M Buy
2024
Q2
$777K Sell
2024
Q1
$1.24M Buy
2023
Q4
$582K Sell
2023
Q3
$684K Buy
2023
Q2
$787K Sell
2023
Q1
$746K Buy
2022
Q1
Sell
2021
Q4
$13K Buy
2014
Q3
Sell
2014
Q2
$48K Sell
2014
Q1
$37K Buy
2013
Q4
$52K Buy