Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$301K Buy
2022
Q2
Sell
2022
Q1
$232K Buy
2021
Q4
$225K Buy
2021
Q3
Sell
2021
Q2
$230K Hold
2021
Q1
$226K Hold
2020
Q4
$239K Buy
2016
Q1
Sell
2015
Q4
$19K Hold
2015
Q3
$20K Hold
2015
Q2
$21K Hold
2015
Q1
$15K Buy