Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$154K Sell
2025
Q1
$281K Sell
2024
Q4
$320K Buy
2024
Q3
$249K Buy
2024
Q2
$186K Buy
2024
Q1
$220K Buy
2023
Q4
$163K Hold
2023
Q3
$157K Buy
2013
Q3
Sell
2013
Q2
$174K Buy