Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$305K Buy
2020
Q1
Sell
2019
Q4
$273K Sell
2019
Q3
$303K Buy
2019
Q2
$249K Sell
2019
Q1
$243K Sell
2018
Q4
$246K Sell
2018
Q3
$261K Buy
2018
Q2
$214K Buy
2018
Q1
Sell
2017
Q4
$209K Buy
2014
Q1
Sell
2013
Q4
$586K Buy
2013
Q3
$573K Sell
2013
Q2
$557K Buy