Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
2025
Q1
Sell
2024
Q4
$234K Buy
2024
Q1
Sell
2023
Q4
$207K Buy
2023
Q3
$245K Buy
2023
Q2
$302K Buy
2023
Q1
$251K Buy
2015
Q1
Sell
2014
Q4
$280K Sell
2014
Q3
$2.28M Buy
2013
Q4
Sell
2013
Q3
$310K Buy