Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$403K Buy
2025
Q1
Sell
2024
Q4
$277K Sell
2024
Q3
$327K Buy
2024
Q1
Sell
2023
Q4
$651K Buy
2018
Q3
Sell
2018
Q2
$455K Buy
2017
Q3
Sell
2017
Q2
$2.35M Buy
2017
Q1
$2.55M Buy
2016
Q4
$2.51M Buy
2016
Q3
$2.17M Buy
2016
Q2
$1.79M Buy