Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$291K Sell
2025
Q1
$336K Buy
2024
Q4
$431K Sell
2024
Q3
$501K Sell
2024
Q2
$477K Buy
2024
Q1
$570K Buy
2023
Q4
$450K Hold
2023
Q3
$350K Sell
2023
Q2
$418K Hold
2023
Q1
$525K Sell
2022
Q4
$486K Sell
2022
Q3
$490K Hold
2022
Q2
$467K Buy
2022
Q1
$0 Buy
2016
Q3
Sell
2016
Q2
$10K Buy
2015
Q3
Sell
2015
Q2
$18K Buy