Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$400K Buy
2020
Q1
Sell
2019
Q4
$459K Sell
2019
Q3
$1.11M Buy
2018
Q4
Sell
2018
Q3
$563K Buy
2018
Q2
Sell
2018
Q1
$1.23M Buy
2017
Q3
Sell
2017
Q2
$1.75M Sell
2017
Q1
$2.1M Hold
2016
Q4
$2.04M Hold
2016
Q3
$1.89M Sell
2016
Q2
$2.06M Hold
2016
Q1
$2.07M Hold
2015
Q4
$1.97M Buy