Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$80.5K Buy
2025
Q1
$75.4K Sell
2024
Q4
$105K Sell
2024
Q3
$126K Sell
2024
Q2
$123K Sell
2024
Q1
$543K Hold
2023
Q4
$463K Buy
2023
Q3
$300K Buy
2023
Q2
$278K Buy
2020
Q3
Sell
2020
Q2
$55K Buy
2015
Q1
Sell
2014
Q4
$215K Hold
2014
Q3
$219K Hold
2014
Q2
$224K Buy