Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$238K Buy
2020
Q2
Sell
2020
Q1
$573K Buy
2017
Q1
Sell
2016
Q4
$317K Hold
2016
Q3
$268K Hold
2016
Q2
$264K Sell
2016
Q1
$323K Sell
2015
Q4
$432K Buy
2015
Q3
$386K Buy
2015
Q2
$382K Buy
2015
Q1
$340K Buy
2014
Q4
$272K Buy