Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$30K Sell
2025
Q1
$34K Hold
2024
Q4
$29K Hold
2024
Q3
$26K Buy
2023
Q4
Sell
2023
Q3
$1K Buy
2015
Q1
Sell
2014
Q4
$823K Buy
2014
Q3
$808K Buy
2014
Q2
$788K Buy
2014
Q1
$776K Buy