Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$656K Sell
2025
Q2
$645K Buy
2020
Q1
Sell
2019
Q4
$227K Hold
2019
Q3
$240K Sell
2019
Q2
$248K Hold
2019
Q1
$259K Buy
2015
Q2
Sell
2015
Q1
$277K Hold
2014
Q4
$306K Hold
2014
Q3
$281K Hold
2014
Q2
$301K Hold
2014
Q1
$277K Hold
2013
Q4
$226K Hold
2013
Q3
$245K Hold
2013
Q2
$255K Buy