Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$190K Buy
2022
Q1
Sell
2021
Q4
$236K Hold
2021
Q3
$216K Hold
2021
Q2
$206K Buy
2019
Q2
Sell
2019
Q1
$757K Buy
2018
Q4
Sell
2018
Q3
$1.32M Buy
2018
Q2
$761K Sell
2018
Q1
$951K Sell
2017
Q4
$918K Buy
2017
Q3
Hold
2017
Q2
Hold
2017
Q1
Hold
2016
Q4
Hold
2016
Q3
Hold