Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$568K Buy
2025
Q1
$498K Hold
2024
Q4
$456K Hold
2024
Q3
$425K Buy
2024
Q2
$372K Hold
2024
Q1
$359K Hold
2023
Q4
$285K Hold
2023
Q3
$238K Buy
2023
Q2
$251K Buy
2023
Q1
$231K Buy
2014
Q4
Sell
2014
Q3
$203K Sell
2014
Q2
$263K Buy
2014
Q1
$253K Sell
2013
Q4
$311K Buy