Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.02M Buy
2025
Q1
Sell
2024
Q4
$368K Buy
2024
Q3
Sell
2024
Q2
$299K Buy
2024
Q1
$216K Buy
2022
Q3
Sell
2022
Q2
$212K Sell
2022
Q1
$325K Buy
2015
Q1
Sell
2014
Q4
$582K Buy
2014
Q3
$511K Buy
2014
Q2
$577K Buy
2014
Q1
$550K Buy
2013
Q4
$548K Buy
2013
Q3
$440K Buy
2013
Q2
$413K Buy