Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$623K Buy
2025
Q1
$365K Sell
2024
Q4
$416K Buy
2024
Q3
$505K Buy
2024
Q2
$395K Sell
2024
Q1
$386K Buy
2020
Q3
Sell
2020
Q2
$286K Sell
2020
Q1
$269K Buy
2015
Q1
Sell
2014
Q4
$230K Sell
2014
Q3
$307K Sell
2014
Q2
$452K Sell
2014
Q1
$438K Buy
2013
Q4
$405K Sell
2013
Q3
$369K Buy
2013
Q2
$282K Buy