Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$424K Buy
2025
Q2
$350K Hold
2025
Q1
$313K Hold
2024
Q4
$251K Hold
2024
Q3
$291K Hold
2024
Q2
$274K Hold
2024
Q1
$264K Hold
2023
Q4
$240K Hold
2023
Q3
$211K Hold
2023
Q2
$216K Hold
2023
Q1
$190K Buy
2016
Q1
Sell
2015
Q4
$201K Buy
2015
Q3
$208K Buy
2015
Q2
$233K Buy
2015
Q1
$164K Buy
2014
Q1
Sell
2013
Q4
$205K Buy