Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$238K Buy
2025
Q2
$181K Sell
2025
Q1
$114K Hold
2024
Q4
$120K Hold
2024
Q3
$100K Sell
2024
Q2
$190K Sell
2024
Q1
$258K Buy
2023
Q4
$239K Buy
2023
Q3
$225K Buy
2023
Q2
$174K Buy
2023
Q1
$138K Buy
2022
Q4
$40.9K Hold
2022
Q3
$35K Buy
2015
Q2
Sell
2015
Q1
$262K Hold
2014
Q4
$244K Buy
2014
Q3
$212K Buy
2014
Q2
$216K Hold
2014
Q1
$186K Buy
2013
Q4
$175K Buy