Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$699K Sell
2025
Q1
$561K Sell
2024
Q4
$792K Buy
2024
Q3
$652K Buy
2024
Q2
$441K Sell
2024
Q1
$488K Sell
2023
Q4
$460K Buy
2015
Q1
Sell
2014
Q4
$128K Hold
2014
Q3
$118K Hold
2014
Q2
$126K Hold
2014
Q1
$105K Hold
2013
Q4
$89K Hold
2013
Q3
$104K Hold
2013
Q2
$88K Buy