Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$639K Buy
2025
Q2
$498K Buy
2025
Q1
$451K Buy
2024
Q4
$397K Buy
2024
Q3
$351K Sell
2024
Q2
$291K Sell
2024
Q1
$287K Buy
2023
Q4
$210K Buy
2018
Q1
Sell
2017
Q4
$5K Buy
2014
Q4
Sell
2014
Q3
$96K Sell
2014
Q2
$156K Buy
2014
Q1
$108K Sell
2013
Q4
$321K Buy
2013
Q3
$248K Hold
2013
Q2
$230K Buy