Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$75K Buy
2025
Q1
$32.6K Sell
2024
Q4
$35.6K Buy
2018
Q4
Sell
2018
Q3
$239K Sell
2018
Q2
$207K Buy
2018
Q1
Sell
2017
Q4
$230K Buy
2017
Q3
Sell
2017
Q2
$181K Buy
2015
Q3
Sell
2015
Q2
$248K Buy
2015
Q1
$233K Sell
2014
Q4
$275K Buy
2014
Q3
$210K Sell
2014
Q2
$282K Sell
2014
Q1
$278K Buy
2013
Q4
$238K Sell
2013
Q3
$211K Buy