Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$401K Buy
2023
Q3
Sell
2023
Q2
$330K Buy
2023
Q1
Sell
2022
Q4
$320K Buy
2020
Q3
Sell
2020
Q2
$239K Buy
2017
Q2
Sell
2017
Q1
$767K Buy
2016
Q1
Sell
2015
Q4
$270K Buy