Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$749K Buy
2025
Q2
$128K Sell
2025
Q1
$816K Hold
2024
Q4
$945K Sell
2024
Q3
$994K Sell
2024
Q2
$792K Sell
2024
Q1
$760K Sell
2023
Q4
$795K Sell
2023
Q3
$682K Buy
2013
Q4
Hold
2013
Q3
Sell
2013
Q2
$43K Buy