Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$77K Buy
2022
Q2
Sell
2022
Q1
$403K Buy
2021
Q3
Sell
2021
Q2
$376K Buy
2020
Q4
Sell
2020
Q3
$235K Buy
2020
Q1
Sell
2019
Q4
$637K Buy
2019
Q3
$484K Buy
2019
Q2
$157K Sell
2019
Q1
$450K Buy
2017
Q1
Sell
2016
Q4
$279K Buy
2013
Q4
Sell
2013
Q3
$160K Buy