Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$329K Sell
2025
Q1
$400K Sell
2024
Q4
$485K Sell
2024
Q3
$546K Buy
2024
Q1
$537K Sell
2023
Q4
$511K Sell
2023
Q3
$706K Sell
2023
Q2
$793K Buy
2023
Q1
$518K Sell
2022
Q4
$498K Buy
2015
Q4
Sell
2015
Q3
$496K Buy
2014
Q4
Sell
2014
Q3
$496K Sell
2014
Q2
$628K Sell
2014
Q1
$703K Sell
2013
Q4
$866K Sell
2013
Q3
$1.3M Buy
2013
Q2
$1.25M Buy