Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$368K Sell
2025
Q1
$450K Buy
2024
Q4
$512K Buy
2024
Q3
$344K Sell
2024
Q2
$453K Buy
2024
Q1
$377K Buy
2023
Q4
$317K Buy
2023
Q3
$264K Buy
2022
Q1
Sell
2021
Q4
$383K Sell
2021
Q3
$388K Buy
2021
Q2
$368K Sell
2021
Q1
$361K Sell
2020
Q4
$329K Buy
2015
Q4
Sell
2015
Q3
$832K Buy
2015
Q2
$1.11M Buy
2015
Q1
$998K Buy