Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$591K Buy
2025
Q2
$505K Sell
2025
Q1
$518K Buy
2024
Q4
$448K Buy
2024
Q3
$254K Sell
2024
Q2
$272K Buy
2024
Q1
$299K Buy
2023
Q4
$227K Buy
2018
Q1
Sell
2017
Q4
$6K Buy
2015
Q1
Sell
2014
Q4
$9K Sell
2014
Q3
$73K Sell
2014
Q2
$101K Buy
2014
Q1
$56K Buy
2013
Q4
$52K Buy
2013
Q3
$30K Buy