Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$103K Sell
2025
Q2
$63.1K Buy
2025
Q1
$55.8K Sell
2024
Q4
$83.8K Buy
2024
Q3
$108K Buy
2024
Q2
$15.1K Sell
2024
Q1
$21.4K Buy
2023
Q4
$20.3K Buy
2015
Q2
Sell
2015
Q1
$223K Sell
2014
Q4
$256K Hold
2014
Q3
$265K Sell
2014
Q2
$249K Buy
2013
Q3
Sell
2013
Q2
$438K Buy