Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$333K Buy
2025
Q1
$350K Hold
2024
Q4
$325K Sell
2024
Q3
$357K Hold
2024
Q2
$285K Buy
2024
Q1
$274K Buy
2023
Q4
$231K Hold
2023
Q3
$215K Buy
2016
Q1
Sell
2015
Q4
$261K Sell
2015
Q3
$259K Hold
2015
Q2
$277K Hold
2015
Q1
$285K Sell
2014
Q4
$273K Hold
2014
Q3
$260K Hold
2014
Q2
$278K Sell
2014
Q1
$282K Sell
2013
Q4
$305K Buy