Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$120K Sell
2025
Q1
$108K Sell
2024
Q4
$105K Sell
2024
Q3
$123K Buy
2024
Q2
$95.2K Buy
2024
Q1
$53.6K Buy
2023
Q4
$23.8K Buy
2017
Q3
Sell
2017
Q2
$221K Sell
2017
Q1
$367K Hold
2016
Q4
$324K Hold
2016
Q3
$342K Sell
2016
Q2
$316K Sell
2016
Q1
$352K Buy
2015
Q4
$344K Sell
2015
Q3
$317K Hold
2015
Q2
$343K Buy
2015
Q1
$343K Sell
2014
Q4
$333K Hold
2014
Q3
$346K Buy