Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$397K Sell
2025
Q1
$450K Sell
2024
Q4
$387K Buy
2024
Q3
$430K Hold
2024
Q2
$373K Sell
2024
Q1
$688K Hold
2023
Q4
$585K Sell
2023
Q3
$566K Sell
2023
Q2
$551K Buy
2023
Q1
$344K Sell
2022
Q4
$351K Buy
2022
Q3
Sell
2022
Q2
$203K Buy
2022
Q1
$204K Buy
2013
Q3
Sell
2013
Q2
$21K Buy