Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$120K Sell
2024
Q4
$191K Buy
2024
Q3
$78.8K Sell
2024
Q2
$66.9K Buy
2024
Q1
$84.8K Hold
2023
Q4
$67.6K Buy
2014
Q4
Sell
2014
Q3
$12K Buy
2014
Q2
$10K Hold
2014
Q1
$8K Hold
2013
Q4
$7K Hold
2013
Q3
$7K Hold
2013
Q2
$5K Buy