Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$116K Sell
2025
Q1
$153K Hold
2024
Q4
$165K Buy
2024
Q3
$105K Buy
2024
Q2
$89K Hold
2024
Q1
$94K Buy
2023
Q4
$34K Hold
2023
Q3
$28K Buy
2015
Q3
Sell
2015
Q2
$112K Buy
2015
Q1
Sell
2014
Q4
$91K Buy
2014
Q3
Sell
2014
Q2
$103K Sell
2014
Q1
$148K Buy