Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$436K Buy
2023
Q3
Sell
2023
Q2
$446K Buy
2022
Q2
Sell
2022
Q1
$315K Buy
2021
Q1
Hold
2020
Q4
Sell
2020
Q3
$32K Buy
2020
Q1
Sell
2019
Q4
$832K Sell
2019
Q3
$718K Buy
2019
Q2
$665K Hold
2019
Q1
$746K Buy
2017
Q2
Sell
2017
Q1
$245K Sell
2016
Q4
$511K Buy