Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$279K Hold
2025
Q1
$235K Buy
2024
Q3
$242K Buy
2024
Q2
Sell
2024
Q1
$209K Buy
2017
Q2
Sell
2017
Q1
$218K Hold
2016
Q4
$207K Buy
2015
Q3
Sell
2015
Q2
$203K Hold
2015
Q1
$201K Hold
2014
Q4
$201K Hold
2014
Q3
$237K Hold
2014
Q2
$227K Hold
2014
Q1
$241K Hold
2013
Q4
$234K Sell
2013
Q3
$291K Buy
2013
Q2
$280K Buy