Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$214K Hold
2025
Q1
$248K Sell
2024
Q4
$2.31M Sell
2024
Q3
$3.4M Sell
2024
Q2
$4.44M Buy
2024
Q1
$976K Buy
2023
Q4
$1.03M Buy
2023
Q3
$794K Sell
2023
Q2
$1.07M Buy
2023
Q1
$590K Buy
2022
Q4
$289K Buy
2020
Q1
Sell
2019
Q4
$302K Buy
2015
Q4
Sell
2015
Q3
$354K Buy
2014
Q3
Sell
2014
Q2
$1.67M Buy
2014
Q1
$476K Buy