Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$323K Buy
2025
Q1
Sell
2024
Q4
$165K Buy
2024
Q3
$219K Sell
2024
Q2
$37.4K Buy
2024
Q1
$48.1K Buy
2015
Q4
Sell
2015
Q3
$221K Sell
2015
Q2
$270K Sell
2015
Q1
$350K Sell
2014
Q4
$417K Sell
2014
Q3
$433K Buy
2014
Q2
$340K Buy
2014
Q1
$285K Buy
2013
Q4
$226K Sell
2013
Q3
$271K Buy
2013
Q2
$248K Buy