Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$263K Sell
2025
Q2
$224K Buy
2025
Q1
Sell
2024
Q4
$203K Hold
2024
Q3
$230K Buy
2016
Q4
Sell
2016
Q3
$20K Buy
2014
Q2
Sell
2014
Q1
$6K Buy