Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$259K Sell
2025
Q1
$386K Buy
2024
Q4
$231K Sell
2024
Q3
$345K Sell
2024
Q2
$535K Sell
2024
Q1
$585K Sell
2023
Q4
$553K Buy
2023
Q3
$498K Sell
2023
Q2
$481K Buy
2015
Q3
Sell
2015
Q2
$233K Sell
2015
Q1
$328K Hold
2014
Q4
$319K Buy