Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$251K Buy
2025
Q2
$223K Buy
2024
Q3
Sell
2024
Q2
$202K Hold
2024
Q1
$214K Buy
2019
Q1
Sell
2018
Q4
$206K Buy
2017
Q4
Sell
2017
Q3
$1.99M Sell
2017
Q2
$2.32M Sell
2017
Q1
$2.4M Sell
2016
Q4
$2.29M Buy
2016
Q3
$1.89M Buy
2016
Q2
$1.77M Buy
2016
Q1
$1.62M Buy
2015
Q4
$1.4M Buy