Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$278K Hold
2025
Q2
$288K Sell
2025
Q1
$292K Hold
2024
Q4
$262K Hold
2024
Q3
$213K Buy
2014
Q3
Sell
2014
Q2
$221K Buy