Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$388K Buy
2021
Q3
Sell
2021
Q2
$204K Buy
2018
Q3
Sell
2018
Q2
$232K Hold
2018
Q1
$237K Sell
2017
Q4
$244K Buy
2017
Q3
Sell
2017
Q2
$816K Sell
2017
Q1
$990K Buy
2016
Q4
$840K Hold
2016
Q3
$846K Buy
2016
Q2
Sell
2016
Q1
$762K Buy
2015
Q4
$494K Sell
2015
Q3
$464K Sell
2015
Q2
$573K Sell
2015
Q1
$512K Buy