Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$419K Sell
2025
Q1
$435K Sell
2024
Q4
$550K Sell
2024
Q3
$564K Buy
2024
Q2
$578K Sell
2024
Q1
$495K Hold
2023
Q4
$498K Buy
2023
Q3
$206K Hold
2023
Q2
$240K Buy
2016
Q1
Sell
2015
Q4
$107K Sell
2015
Q3
$119K Buy
2015
Q2
$125K Buy
2015
Q1
$138K Buy
2014
Q4
$159K Sell
2014
Q3
$192K Buy
2014
Q2
$159K Buy
2014
Q1
Sell
2013
Q4
$112K Buy