Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$340K Buy
2025
Q1
$290K Buy
2024
Q4
$305K Buy
2024
Q3
$203K Buy
2023
Q2
Sell
2023
Q1
$14.5K Buy
2016
Q2
Sell
2016
Q1
$382K Sell
2015
Q4
$647K Sell
2015
Q3
$652K Hold
2015
Q2
$735K Sell
2015
Q1
$873K Buy
2014
Q4
$844K Buy
2014
Q3
$827K Buy
2014
Q2
$700K Buy
2014
Q1
$293K Buy