Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$46K Hold
2025
Q1
$31K Buy
2024
Q3
Sell
2024
Q2
$103K Sell
2024
Q1
$232K Buy
2023
Q4
Sell
2023
Q3
$85K Buy
2017
Q3
Sell
2017
Q2
$856K Buy
2017
Q1
$519K Sell
2016
Q4
$598K Buy
2016
Q3
$430K Buy
2015
Q2
Sell
2015
Q1
$82K Hold
2014
Q4
$85K Buy