Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$323K Buy
2024
Q3
$461K Sell
2024
Q2
$583K Buy
2024
Q1
$391K Buy
2023
Q3
Sell
2023
Q2
$224K Buy
2023
Q1
$257K Buy
2014
Q3
Sell
2014
Q2
$253K Buy