Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$401K Buy
2020
Q3
Sell
2020
Q2
$583K Sell
2020
Q1
$610K Buy
2017
Q4
Sell
2017
Q3
$2.78M Buy
2015
Q3
Sell
2015
Q2
$336K Buy