Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$178K Buy
2025
Q2
$28.8K Buy
2022
Q3
Sell
2022
Q2
$257K Hold
2022
Q1
$257K Buy
2021
Q4
Sell
2021
Q3
$226K Sell
2021
Q2
$250K Buy
2016
Q4
Sell
2016
Q3
$207K Hold
2016
Q2
$208K Buy
2016
Q1
Sell
2015
Q4
$203K Buy
2014
Q2
Sell
2014
Q1
$35K Buy