Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.4M Buy
2020
Q3
Sell
2020
Q2
$167K Hold
2020
Q1
$164K Hold
2019
Q4
$230K Hold
2019
Q3
$221K Hold
2019
Q2
$211K Hold
2019
Q1
$287K Buy
2018
Q4
$209K Hold
2018
Q3
$271K Hold
2018
Q2
$310K Hold
2018
Q1
$425K Hold
2017
Q4
$371K Hold
2017
Q3
$349K Buy
2017
Q2
$199K Sell
2017
Q1
$184K Hold
2016
Q4
$144K Buy