Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$936 Buy
2024
Q3
Sell
2024
Q2
$101K Hold
2024
Q1
$107K Hold
2023
Q4
$103K Buy
2019
Q2
Sell
2019
Q1
$790K Hold
2018
Q4
$738K Sell
2018
Q3
$702K Sell
2018
Q2
$704K Sell
2018
Q1
$793K Sell
2017
Q4
$919K Sell
2017
Q3
$890K Sell
2017
Q2
$885K Sell
2017
Q1
$923K Buy