Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$404K Sell
2025
Q1
$488K Buy
2024
Q4
$540K Buy
2024
Q3
$616K Hold
2024
Q2
$671K Hold
2024
Q1
$715K Hold
2023
Q4
$591K Sell
2023
Q3
$561K Sell
2023
Q2
$660K Sell
2023
Q1
$615K Buy
2021
Q2
Sell
2021
Q1
$396K Hold
2020
Q4
$420K Buy
2019
Q3
Sell
2019
Q2
$401K Buy
2013
Q4
Sell
2013
Q3
$216K Buy