Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$376K Buy
2025
Q1
$310K Buy
2024
Q4
$248K Sell
2024
Q3
$340K Buy
2024
Q2
$239K Sell
2024
Q1
$369K Sell
2023
Q4
$383K Sell
2023
Q3
$397K Buy
2023
Q2
$264K Buy
2023
Q1
$221K Buy
2022
Q4
$229K Buy
2014
Q4
Sell
2014
Q3
$213K Buy
2014
Q2
$201K Sell
2014
Q1
$259K Sell
2013
Q4
$503K Sell
2013
Q3
$521K Sell
2013
Q2
$539K Buy