Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$86.9K Buy
2024
Q1
Sell
2023
Q4
$233K Buy
2023
Q1
Sell
2022
Q4
$342K Sell
2022
Q3
$375K Buy
2022
Q2
$288K Buy
2022
Q1
$316K Sell
2021
Q4
$313K Buy
2021
Q3
$228K Buy
2015
Q4
Sell
2015
Q3
$202K Sell
2015
Q2
$276K Buy
2015
Q1
$210K Buy