Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$268K Buy
2022
Q3
Sell
2022
Q2
$216K Sell
2022
Q1
$275K Buy
2021
Q4
$298K Sell
2021
Q3
$308K Sell
2021
Q2
$359K Buy
2021
Q1
$328K Sell
2020
Q4
$347K Buy
2015
Q3
Sell
2015
Q2
$269K Sell
2015
Q1
$318K Sell
2014
Q4
$331K Sell
2014
Q3
$428K Buy
2014
Q2
Sell
2014
Q1
$3K Buy