Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$216K Buy
2025
Q1
Sell
2024
Q4
$314K Hold
2024
Q3
$329K Sell
2024
Q2
$285K Buy
2024
Q1
$299K Buy
2017
Q2
Sell
2017
Q1
$316K Buy
2013
Q4
Sell
2013
Q3
$315K Buy
2013
Q2
$250K Buy