Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$286K Hold
2025
Q1
$295K Sell
2024
Q4
$375K Sell
2024
Q3
$565K Buy
2024
Q2
$243K Buy
2017
Q4
Sell
2017
Q3
$212K Sell
2017
Q2
$938K Sell
2017
Q1
$928K Buy
2016
Q4
$714K Hold
2016
Q3
$686K Hold
2016
Q2
$674K Hold
2016
Q1
$631K Sell
2015
Q4
$601K Buy