Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$425K Hold
2024
Q4
$466K Hold
2024
Q3
$404K Hold
2024
Q2
$365K Hold
2024
Q1
$364K Hold
2023
Q4
$342K Hold
2023
Q3
$253K Buy
2014
Q2
Sell
2014
Q1
$70K Sell
2013
Q4
$78K Buy
2013
Q3
$68K Sell
2013
Q2
$71K Buy