Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$203K Buy
2022
Q4
Sell
2022
Q3
$216K Buy
2022
Q2
$223K Buy
2022
Q1
$273K Sell
2021
Q4
$469K Buy
2015
Q2
Sell
2015
Q1
$211K Buy
2014
Q4
Sell
2014
Q3
$213K Hold
2014
Q2
$241K Hold
2014
Q1
$217K Sell
2013
Q4
$256K Hold
2013
Q3
$238K Hold
2013
Q2
$206K Buy