Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$245K Hold
2025
Q2
$220K Hold
2025
Q1
$249K Hold
2024
Q4
$294K Hold
2024
Q3
$323K Hold
2024
Q2
$315K Hold
2024
Q1
$272K Sell
2023
Q4
$273K Hold
2023
Q3
$233K Hold
2023
Q2
$278K Buy
2015
Q3
Sell
2015
Q2
$200K Buy
2015
Q1
$206K Sell
2014
Q4
$270K Sell
2014
Q3
$388K Sell
2014
Q2
$383K Buy
2014
Q1
$358K Sell
2013
Q4
$314K Sell
2013
Q3
$319K Buy
2013
Q2
$315K Buy