Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$207K Buy
2024
Q1
Sell
2023
Q4
$252K Buy
2020
Q3
$229K Buy
2018
Q1
Sell
2017
Q4
$230K Buy
2014
Q1
Sell
2013
Q4
$79K Buy
2013
Q3
$51K Hold
2013
Q2
$42K Buy