Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$834K Buy
2025
Q1
$628K Buy
2024
Q4
$579K Sell
2024
Q3
$714K Sell
2024
Q2
$770K Buy
2024
Q1
$248K Sell
2023
Q4
$208K Buy
2016
Q3
Sell
2016
Q2
$349K Buy
2016
Q1
$346K Buy
2015
Q4
$329K Sell
2015
Q3
$271K Buy