Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$214K Buy
2021
Q3
Sell
2021
Q2
$203K Sell
2021
Q1
$224K Buy
2020
Q4
$216K Sell
2020
Q3
$308K Buy
2020
Q2
$203K Buy
2015
Q3
Sell
2015
Q2
$243K Buy
2015
Q1
$233K Buy
2014
Q4
$287K Buy