Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$128K Sell
2024
Q3
$205K Hold
2024
Q2
$274K Sell
2024
Q1
$261K Sell
2023
Q4
$220K Sell
2023
Q3
$359K Sell
2023
Q2
$297K Sell
2023
Q1
$309K Sell
2022
Q4
$306K Sell
2022
Q3
$224K Buy
2017
Q4
Sell
2017
Q3
$101K Buy
2017
Q2
$97K Hold
2017
Q1
$124K Sell
2016
Q4
$2.08M Sell
2016
Q3
$2.36M Sell
2016
Q2
$3.25M Sell
2016
Q1
$3.71M Buy
2015
Q4
$3.45M Buy