Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$214K Buy
2020
Q2
Sell
2020
Q1
$322K Sell
2019
Q4
$537K Buy
2019
Q3
$441K Sell
2019
Q2
$493K Sell
2019
Q1
$489K Buy
2018
Q4
$249K Buy
2018
Q3
$264K Sell
2018
Q2
$610K Buy
2018
Q1
$567K Buy
2015
Q1
Sell
2014
Q4
$217K Buy
2014
Q3
$228K Sell
2014
Q2
$328K Sell
2014
Q1
$392K Sell
2013
Q4
$437K Buy
2013
Q3
$413K Buy
2013
Q2
$386K Buy