Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$194K Buy
2025
Q1
$111K Sell
2024
Q4
$181K Sell
2024
Q3
$226K Sell
2024
Q2
$431K Buy
2024
Q1
$218K Buy
2023
Q4
$84.4K Buy
2021
Q4
Sell
2021
Q3
$430K Sell
2021
Q2
$779K Buy
2021
Q1
$356K Buy
2018
Q2
Sell
2018
Q1
$163K Buy
2017
Q3
Sell
2017
Q2
$1.19M Buy
2015
Q2
Sell
2015
Q1
$270K Sell
2014
Q4
$1.27M Buy
2014
Q3
$191K Buy