Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$335K Buy
2025
Q1
$382K Sell
2024
Q4
$366K Hold
2024
Q3
$373K Buy
2024
Q1
Sell
2023
Q4
$289K Sell
2023
Q3
$326K Sell
2023
Q2
$333K Buy
2023
Q1
$322K Sell
2022
Q4
$363K Hold
2022
Q3
$279K Sell
2022
Q2
$398K Sell
2022
Q1
$406K Buy
2020
Q1
Sell
2019
Q4
$345K Sell
2019
Q3
$326K Buy
2014
Q3
Sell
2014
Q2
$943K Sell
2014
Q1
$798K Buy