Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$211K Buy
2023
Q1
Sell
2022
Q4
$485K Sell
2022
Q3
$547K Buy
2022
Q2
$331K Hold
2022
Q1
$352K Buy
2019
Q3
Sell
2019
Q2
$282K Buy
2015
Q3
Sell
2015
Q2
$236K Sell
2015
Q1
$237K Hold
2014
Q4
$225K Hold
2014
Q3
$228K Hold
2014
Q2
$232K Hold
2014
Q1
$212K Hold
2013
Q4
$204K Buy