Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$201K Buy
2023
Q1
Sell
2022
Q4
$421K Buy
2022
Q3
$375K Sell
2022
Q2
$431K Sell
2022
Q1
$478K Buy
2020
Q4
Sell
2020
Q3
$524K Sell
2020
Q2
$553K Sell
2020
Q1
$619K Sell
2019
Q4
$582K Buy
2019
Q3
$503K Sell
2019
Q2
$532K Buy
2019
Q1
$337K Buy
2017
Q3
Sell
2017
Q2
$204K Buy
2017
Q1
Sell
2016
Q4
$396K Buy