Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$217K Buy
2022
Q1
Sell
2021
Q4
$209K Sell
2021
Q3
$208K Buy
2021
Q2
$233K Sell
2021
Q1
$280K Sell
2020
Q4
$355K Sell
2020
Q3
$207K Hold
2020
Q2
$200K Buy
2014
Q1
Sell
2013
Q4
$207K Sell
2013
Q3
$228K Buy