Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$227K Hold
2025
Q2
$237K Hold
2025
Q1
$200K Buy
2020
Q1
Sell
2019
Q4
$205K Hold
2019
Q3
$222K Buy
2013
Q3
$780K Sell
2013
Q2
$813K Buy