Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$332K Buy
2025
Q1
$241K Hold
2024
Q4
$238K Hold
2024
Q3
$253K Hold
2024
Q2
$301K Hold
2024
Q1
$318K Hold
2023
Q4
$293K Hold
2023
Q3
$298K Hold
2023
Q2
$363K Sell
2023
Q1
$303K Buy
2016
Q4
Sell
2016
Q3
$1.15M Buy
2015
Q4
Sell
2015
Q3
$1.15M Sell
2015
Q2
$1.27M Buy
2015
Q1
$1.36M Buy
2014
Q4
$838K Sell
2014
Q3
$1.54M Buy
2014
Q2
$1.79M Buy