Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$204K Sell
2025
Q1
$241K Hold
2024
Q4
$210K Buy
2024
Q3
$244K Sell
2024
Q2
$217K Sell
2024
Q1
$253K Buy
2023
Q4
$254K Sell
2023
Q3
$295K Buy
2014
Q2
Sell
2014
Q1
$342K Hold
2013
Q4
$350K Sell
2013
Q3
$332K Hold
2013
Q2
$338K Buy