Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$407 Hold
2025
Q1
$302 Hold
2024
Q4
$411 Buy
2024
Q3
$261 Hold
2024
Q2
$193 Hold
2024
Q1
$197 Hold
2023
Q4
$180 Hold
2023
Q3
$169 Buy
2023
Q2
Sell
2023
Q1
$29.9K Buy
2014
Q3
Sell
2014
Q2
$261K Hold
2014
Q1
$274K Hold
2013
Q4
$289K Hold
2013
Q3
$302K Buy
2013
Q2
$233K Buy