Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$293K Buy
2025
Q1
$236K Buy
2024
Q4
$204K Buy
2024
Q3
$222K Sell
2024
Q2
$459K Buy
2024
Q1
$437K Sell
2023
Q4
$558K Buy
2023
Q3
$358K Sell
2023
Q2
$411K Sell
2023
Q1
$551K Buy
2022
Q4
$493K Buy
2022
Q3
$210K Buy
2022
Q2
Sell
2022
Q1
$267K Sell
2021
Q4
$345K Buy
2014
Q2
Sell
2014
Q1
$214K Sell
2013
Q4
$234K Sell
2013
Q3
$258K Buy