Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$542K Hold
2025
Q2
$374K Hold
2025
Q1
$310K Hold
2024
Q4
$239K Hold
2024
Q3
$344K Hold
2024
Q2
$269K Buy
2022
Q1
Sell
2021
Q4
$434K Hold
2021
Q3
$380K Buy
2021
Q2
Sell
2021
Q1
$421K Buy
2015
Q3
Sell
2015
Q2
$85K Sell
2015
Q1
$84K Hold
2014
Q4
$73K Buy