Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$221K Buy
2025
Q1
$221K Hold
2024
Q4
$204K Sell
2024
Q3
$229K Hold
2024
Q2
$217K Hold
2024
Q1
$227K Hold
2023
Q4
$202K Buy
2016
Q2
Sell
2016
Q1
$850K Hold
2015
Q4
$853K Hold
2015
Q3
$802K Sell
2015
Q2
$894K Sell
2015
Q1
$1.28M Sell
2014
Q4
$1.33M Buy
2014
Q3
$394K Buy
2014
Q2
$398K Buy