Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$283K Sell
2025
Q1
$353K Buy
2024
Q4
$287K Buy
2024
Q3
$283K Sell
2024
Q2
$314K Buy
2024
Q1
$310K Sell
2023
Q4
$295K Sell
2023
Q3
$323K Sell
2023
Q2
$310K Sell
2023
Q1
$315K Buy
2022
Q4
$337K Buy
2022
Q3
$241K Buy
2022
Q2
$241K Sell
2022
Q1
$231K Buy
2016
Q3
Sell
2016
Q2
$147K Sell
2016
Q1
$142K Buy