Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$205K Buy
2025
Q2
Sell
2025
Q1
$203K Buy
2023
Q3
Sell
2023
Q2
$253K Hold
2023
Q1
$272K Sell
2022
Q4
$257K Hold
2022
Q3
$210K Hold
2022
Q2
$209K Sell
2022
Q1
$244K Buy
2021
Q4
$217K Sell
2021
Q3
$229K Buy
2018
Q4
Sell
2018
Q3
$274K Buy
2014
Q1
Sell
2013
Q4
$428K Buy