Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$228K Hold
2024
Q4
$229K Sell
2024
Q3
$353K Hold
2024
Q2
$325K Sell
2024
Q1
$905K Hold
2023
Q4
$1.07M Hold
2023
Q3
$892K Hold
2023
Q2
$936K Sell
2023
Q1
$1M Buy
2022
Q2
Sell
2022
Q1
$246K Buy
2021
Q3
Sell
2021
Q2
$232K Sell
2021
Q1
$227K Buy
2014
Q2
Sell
2014
Q1
$210K Hold
2013
Q4
$211K Hold
2013
Q3
$206K Sell
2013
Q2
$205K Buy