Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$363K Buy
2022
Q1
Sell
2021
Q4
$55K Buy
2021
Q1
Sell
2020
Q4
$77K Buy
2020
Q3
Sell
2020
Q2
$244K Buy
2019
Q2
Sell
2019
Q1
$280K Buy
2018
Q4
$259K Hold
2018
Q3
$553K Buy
2018
Q2
$197K Buy
2016
Q4
Sell
2016
Q3
$330K Buy
2014
Q4
Sell
2014
Q3
$134K Buy