Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$137K Sell
2025
Q1
$231K Buy
2024
Q4
$193K Sell
2024
Q3
$182K Buy
2024
Q2
$193K Buy
2024
Q1
$71.7K Buy
2023
Q2
Sell
2023
Q1
$83K Buy
2022
Q2
Sell
2022
Q1
$224K Buy
2021
Q2
Sell
2021
Q1
$102K Sell
2020
Q4
$463K Buy
2018
Q4
Sell
2018
Q3
$163K Buy
2013
Q4
Sell
2013
Q3
$262K Buy