Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$154K Buy
2023
Q4
Sell
2023
Q3
$150K Hold
2023
Q2
$151K Hold
2023
Q1
$136K Hold
2022
Q4
$127K Hold
2022
Q3
$111K Hold
2022
Q2
$113K Hold
2022
Q1
$114K Hold
2021
Q4
$128K Buy
2015
Q2
Sell
2015
Q1
$369K Sell
2014
Q4
$2.27M Sell
2014
Q3
$4.7M Buy
2014
Q2
$1.63M Buy
2014
Q1
$1.3M Buy
2013
Q4
$1.11M Sell
2013
Q3
$950K Hold
2013
Q2
$819K Buy