Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$267K Buy
2024
Q4
$263K Buy
2024
Q3
$222K Buy
2022
Q3
Sell
2022
Q2
$386K Sell
2022
Q1
$339K Buy
2021
Q4
$362K Buy
2021
Q3
$396K Sell
2021
Q2
$377K Buy
2021
Q1
$339K Buy
2020
Q4
$275K Buy
2015
Q1
Sell
2014
Q4
$6K Buy