Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$127K Sell
2024
Q3
$636K Sell
2024
Q2
$1.02M Buy
2024
Q1
$107K Sell
2023
Q4
$143K Sell
2023
Q3
$176K Buy
2023
Q2
$116K Sell
2023
Q1
$153K Buy
2022
Q4
$134K Buy
2022
Q3
$92K Hold
2022
Q2
$83K Hold
2022
Q1
$97K Buy
2014
Q4
Sell
2014
Q3
$5.25M Buy