Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$192K Buy
2024
Q3
$184K Sell
2024
Q2
$405K Hold
2024
Q1
$425K Hold
2023
Q4
$492K Buy
2022
Q4
Sell
2022
Q3
$92K Hold
2022
Q2
$108K Buy
2022
Q1
$6K Sell
2021
Q4
$281K Buy
2015
Q4
Sell
2015
Q3
$16K Sell
2015
Q2
$20K Buy
2013
Q4
Sell
2013
Q3
$60K Buy