Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$329K Sell
2025
Q1
$549K Buy
2021
Q4
Sell
2021
Q3
$370K Sell
2021
Q2
$1.19K Sell
2021
Q1
$1.93M Buy
2018
Q2
Sell
2018
Q1
$228K Sell
2017
Q4
$1.86M Buy
2017
Q3
$315K Sell
2017
Q2
$1.29M Sell
2017
Q1
$1.45M Buy
2016
Q4
Sell
2016
Q3
$935K Buy
2016
Q2
$489K Buy
2016
Q1
Sell
2015
Q4
$344K Buy
2015
Q3
$254K Buy