Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$104K Sell
2025
Q2
$196K Buy
2025
Q1
$82.1K Buy
2024
Q4
$53.4K Buy
2019
Q3
Sell
2019
Q2
$176K Buy
2019
Q1
$157K Sell
2018
Q4
$154K Buy
2018
Q3
$166K Buy
2018
Q2
$178K Buy
2018
Q1
$180K Buy
2017
Q4
$189K Hold
2017
Q3
$188K Hold
2017
Q2
$178K Buy
2014
Q3
Sell
2014
Q2
$161K Hold
2014
Q1
$164K Sell
2013
Q4
$191K Sell
2013
Q3
$196K Hold
2013
Q2
$157K Buy