Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$264K Hold
2025
Q1
$250K Hold
2024
Q4
$215K Buy
2023
Q3
Sell
2023
Q2
$200K Buy
2014
Q4
Sell
2014
Q3
$362K Buy