Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$216K Hold
2025
Q1
$245K Sell
2024
Q4
$314K Buy
2024
Q3
$344K Buy
2024
Q2
$335K Sell
2024
Q1
$396K Buy
2023
Q4
$381K Buy
2023
Q3
$324K Buy
2023
Q2
$385K Buy
2023
Q1
$365K Buy
2022
Q3
Sell
2022
Q2
$1.2M Buy
2016
Q4
Sell
2016
Q3
$121K Buy
2015
Q4
Sell
2015
Q3
$200K Hold
2015
Q2
$234K Hold
2015
Q1
$243K Hold
2014
Q4
$313K Buy