Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$658K Buy
2025
Q1
$590K Sell
2024
Q4
$606K Buy
2024
Q3
$739K Sell
2024
Q2
$714K Sell
2024
Q1
$744K Sell
2023
Q4
$890K Sell
2023
Q3
$753K Hold
2023
Q2
$790K Buy
2022
Q2
Sell
2022
Q1
$233K Buy
2021
Q3
Sell
2021
Q2
$218K Hold
2021
Q1
$208K Buy
2014
Q3
Sell
2014
Q2
$205K Hold
2014
Q1
$203K Hold
2013
Q4
$204K Buy