Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$404K Sell
2025
Q1
$309K Buy
2024
Q4
$377K Buy
2024
Q3
$375K Hold
2024
Q2
$355K Buy
2024
Q1
$316K Sell
2023
Q4
$256K Sell
2023
Q3
$280K Buy
2023
Q2
$261K Buy
2015
Q4
Sell
2015
Q3
$520K Buy