Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$210K Buy
2024
Q3
Sell
2024
Q2
$1.18M Sell
2024
Q1
$1.9M Sell
2023
Q4
$1.83M Hold
2023
Q3
$1.85M Hold
2023
Q2
$1.87M Hold
2023
Q1
$1.86M Buy
2022
Q4
$1.72M Hold
2022
Q3
$1.52M Buy
2022
Q2
$1.51M Buy
2014
Q4
Sell
2014
Q3
$221K Sell
2014
Q2
$215K Buy
2014
Q1
$207K Hold
2013
Q4
$203K Buy