Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Hold
2024
Q4
Hold
2024
Q3
Hold
2024
Q2
Hold
2024
Q1
Sell
2023
Q4
$410K Sell
2023
Q3
$682K Buy
2016
Q4
Sell
2016
Q3
$139K Buy
2015
Q3
Hold
2015
Q2
Hold
2015
Q1
Hold