Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$218K Hold
2025
Q2
$214K Hold
2025
Q1
$206K Buy
2021
Q4
Sell
2021
Q3
$254K Buy
2021
Q2
$215K Hold
2021
Q1
$209K Buy
2014
Q2
Sell
2014
Q1
$232K Hold
2013
Q4
$240K Hold
2013
Q3
$204K Sell
2013
Q2
$231K Buy