Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$244K Buy
2021
Q3
Sell
2021
Q2
$45K Buy
2020
Q1
Hold
2019
Q4
Hold
2016
Q1
Sell
2015
Q4
$129K Sell
2015
Q3
$226K Sell
2015
Q2
$389K Buy
2015
Q1
$461K Sell
2014
Q4
$234K Buy