Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$327K Buy
2024
Q4
$254K Buy
2018
Q1
Sell
2017
Q4
$38K Buy
2015
Q4
Sell
2015
Q3
$4K Hold
2015
Q2
$4K Buy
2014
Q4
Sell
2014
Q3
$7K Hold
2014
Q2
$8K Buy
2014
Q1
$7K Sell
2013
Q4
$105K Buy
2013
Q3
$82K Buy