Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$237K Sell
2025
Q1
$491K Sell
2024
Q4
$679K Buy
2024
Q3
$564K Buy
2024
Q2
$224K Buy
2024
Q1
$266K Buy
2014
Q1
Sell
2013
Q4
$1.43M Buy
2013
Q3
$1.15M Buy
2013
Q2
$1.1M Buy