Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$464K Buy
2025
Q2
$350K Sell
2025
Q1
$359K Sell
2024
Q4
$419K Buy
2024
Q3
$408K Buy
2024
Q2
$380K Sell
2024
Q1
$330K Buy
2023
Q4
$311K Sell
2023
Q3
$264K Sell
2023
Q2
$291K Hold
2023
Q1
$254K Buy
2022
Q4
$225K Buy
2013
Q3
Sell
2013
Q2
$216K Buy