Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$567K Sell
2025
Q2
$448K Sell
2025
Q1
$451K Sell
2024
Q4
$509K Sell
2024
Q3
$476K Buy
2024
Q2
$401K Buy
2024
Q1
$384K Hold
2023
Q4
$312K Buy
2023
Q3
$263K Buy
2014
Q2
Sell
2014
Q1
$209K Buy