Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$484K Sell
2025
Q1
$599K Buy
2024
Q4
$483K Sell
2024
Q3
$603K Sell
2024
Q2
$597K Sell
2024
Q1
$611K Buy
2023
Q4
$565K Hold
2023
Q3
$527K Buy
2023
Q2
$386K Hold
2023
Q1
$421K Buy
2022
Q4
$381K Hold
2022
Q3
$326K Buy
2022
Q2
$294K Hold
2022
Q1
$292K Buy
2015
Q3
Sell
2015
Q2
$208K Hold
2015
Q1
$217K Buy