Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$50K Sell
2025
Q1
$57K Hold
2024
Q4
$46K Buy
2024
Q3
$31K Buy
2024
Q2
$20K Hold
2024
Q1
$29K Hold
2023
Q4
$45K Hold
2023
Q3
$30K Sell
2023
Q2
$237K Sell
2023
Q1
$212K Buy
2016
Q1
Sell
2015
Q4
$694K Hold
2015
Q3
$731K Sell
2015
Q2
$1.42M Sell
2015
Q1
$1.8M Buy
2014
Q2
Sell
2014
Q1
$34K Buy