Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$220K Sell
2025
Q1
$210K Buy
2024
Q4
$235K Buy
2016
Q2
Sell
2016
Q1
$230K Sell
2015
Q4
$303K Hold
2015
Q3
$298K Hold
2015
Q2
$261K Hold
2015
Q1
$243K Hold
2014
Q4
$233K Sell
2014
Q3
$224K Buy