Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$99.9K Buy
2024
Q4
$68.7K Sell
2024
Q3
$174K Buy
2024
Q2
$117K Sell
2024
Q1
$125K Buy
2023
Q4
$91.5K Sell
2023
Q3
$121K Sell
2023
Q2
$103K Buy
2023
Q1
$90.2K Buy
2022
Q4
$81K Sell
2022
Q3
$83K Sell
2022
Q2
$1.29M Buy
2014
Q3
Sell
2014
Q2
$302K Buy
2014
Q1
$243K Buy