Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$337K Hold
2025
Q2
$353K Sell
2025
Q1
$316K Sell
2024
Q4
$310K Sell
2024
Q3
$315K Hold
2024
Q2
$247K Sell
2024
Q1
$285K Sell
2023
Q4
$258K Hold
2023
Q3
$221K Hold
2023
Q2
$211K Sell
2023
Q1
$639K Sell
2022
Q4
$1.25M Buy
2022
Q3
$811K Sell
2022
Q2
$1.05M Buy
2022
Q1
$640K Buy
2014
Q3
Sell
2014
Q2
$878K Sell
2014
Q1
$1.12M Hold
2013
Q4
$1.1M Sell
2013
Q3
$1.14M Hold
2013
Q2
$1.17M Buy