Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$253K Hold
2025
Q1
$225K Hold
2024
Q4
$216K Buy
2016
Q2
Sell
2016
Q1
$205K Buy
2015
Q2
Sell
2015
Q1
$300K Buy
2014
Q2
Sell
2014
Q1
$215K Hold
2013
Q4
$215K Buy