Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$258K Sell
2025
Q1
$314K Buy
2024
Q4
$318K Sell
2024
Q3
$426K Buy
2024
Q2
$350K Sell
2024
Q1
$423K Buy
2023
Q4
$325K Buy
2023
Q3
$294K Sell
2023
Q2
$341K Sell
2023
Q1
$325K Sell
2022
Q4
$366K Sell
2022
Q3
$293K Buy
2014
Q1
Sell
2013
Q4
$201K Buy