Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$104K Hold
2025
Q1
$102K Sell
2024
Q4
$210K Hold
2024
Q3
$122K Sell
2024
Q2
$132K Hold
2024
Q1
$124K Sell
2023
Q4
$177K Sell
2023
Q3
$217K Buy
2017
Q2
Sell
2017
Q1
$426K Sell
2016
Q4
$404K Buy
2015
Q4
Sell
2015
Q3
$104K Hold
2015
Q2
$124K Hold
2015
Q1
$147K Buy
2014
Q4
$146K Buy
2014
Q3
$126K Hold
2014
Q2
$101K Sell
2014
Q1
$142K Buy
2013
Q4
$97K Buy