Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$109K Buy
2023
Q2
Sell
2023
Q1
$198K Buy
2022
Q3
Sell
2022
Q2
$164K Hold
2022
Q1
$210K Buy
2017
Q2
Sell
2017
Q1
$217K Buy
2015
Q3
Sell
2015
Q2
$252K Hold
2015
Q1
$250K Sell
2014
Q4
$260K Sell
2014
Q3
$243K Hold
2014
Q2
$224K Buy