Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$259K Buy
2025
Q2
$248K Buy
2025
Q1
$262K Buy
2024
Q4
$261K Sell
2024
Q3
$264K Buy
2024
Q2
$262K Buy
2024
Q1
$222K Buy
2021
Q1
Sell
2020
Q4
$222K Buy
2015
Q3
Sell
2015
Q2
$375K Buy
2015
Q1
Sell
2014
Q4
$210K Buy