Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$288K Sell
2025
Q1
$354K Buy
2024
Q4
$287K Buy
2024
Q3
$110K Sell
2024
Q2
$110K Buy
2024
Q1
$106K Buy
2023
Q4
$97.9K Buy
2023
Q3
$71.7K Buy
2023
Q2
$65.1K Buy
2023
Q1
$59.7K Buy
2020
Q1
Sell
2019
Q4
$612K Sell
2019
Q3
$609K Buy
2016
Q4
Sell
2016
Q3
$236K Buy
2016
Q2
$236K Buy
2016
Q1
$205K Buy