Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$566K Buy
2025
Q2
$357K Buy
2025
Q1
$373K Buy
2024
Q4
$365K Buy
2024
Q3
$303K Sell
2024
Q2
$350K Sell
2024
Q1
$313K Buy
2018
Q1
Sell
2017
Q4
$4K Buy
2015
Q3
Sell
2015
Q2
$11K Buy
2014
Q4
Sell
2014
Q3
$13K Hold
2014
Q2
$12K Hold
2014
Q1
$11K Sell
2013
Q4
$97K Buy
2013
Q3
$66K Buy