Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$397K Buy
2022
Q2
Sell
2022
Q1
$1K Buy
2021
Q2
Sell
2021
Q1
$2K Hold
2020
Q4
$2K Sell
2020
Q3
$530K Sell
2020
Q2
$828K Hold
2020
Q1
$749K Buy
2019
Q4
$779K Buy
2018
Q1
Sell
2017
Q4
$1.89M Buy
2016
Q4
Sell
2016
Q3
$247K Sell
2016
Q2
$1.3M Sell
2016
Q1
$1.35M Hold
2015
Q4
$1.45M Buy