Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$123K Hold
2025
Q1
$126K Hold
2024
Q4
$135K Buy
2019
Q1
Sell
2018
Q4
$730K Hold
2018
Q3
$774K Sell
2018
Q2
$823K Buy
2018
Q1
$829K Sell
2017
Q4
$899K Buy
2017
Q3
$897K Buy
2016
Q4
Sell
2016
Q3
$647K Buy
2015
Q4
Sell
2015
Q3
$647K Hold
2015
Q2
$791K Sell
2015
Q1
$972K Hold
2014
Q4
$1.05M Buy