Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$130K Sell
2025
Q2
$100K Buy
2025
Q1
$81K Buy
2024
Q4
$67.3K Hold
2024
Q3
$72.7K Hold
2024
Q2
$76.2K Sell
2024
Q1
$114K Buy
2020
Q2
Sell
2020
Q1
$32K Hold
2019
Q4
$58K Hold
2019
Q3
$60K Buy
2019
Q2
$62K Buy
2017
Q1
Sell
2016
Q4
$226K Buy
2014
Q4
Sell
2014
Q3
$526K Sell
2014
Q2
$758K Sell
2014
Q1
$1.56M Buy