Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$223K Hold
2024
Q4
$263K Hold
2024
Q3
$289K Sell
2024
Q2
$431K Sell
2024
Q1
$462K Hold
2023
Q4
$460K Hold
2023
Q3
$393K Hold
2023
Q2
$469K Hold
2023
Q1
$448K Hold
2022
Q4
$410K Hold
2022
Q3
$381K Hold
2022
Q2
$501K Hold
2022
Q1
$560K Buy
2021
Q4
$556K Buy
2014
Q1
Sell
2013
Q4
$395K Buy