Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$316K Buy
2023
Q2
Sell
2023
Q1
$231K Sell
2022
Q4
$395K Buy
2015
Q2
Sell
2015
Q1
$312K Hold
2014
Q4
$399K Sell
2014
Q3
$1.08M Buy
2014
Q2
$955K Hold
2014
Q1
$944K Hold
2013
Q4
$943K Buy