Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$317K Sell
2025
Q2
$309K Buy
2025
Q1
Sell
2024
Q4
$240K Sell
2024
Q3
$251K Sell
2024
Q2
$229K Buy
2018
Q2
Sell
2018
Q1
$249K Sell
2017
Q4
$458K Sell
2017
Q3
$510K Hold
2017
Q2
$502K Sell
2017
Q1
$626K Sell
2016
Q4
$558K Sell
2016
Q3
$541K Sell
2016
Q2
$571K Buy
2016
Q1
$558K Buy
2015
Q4
$404K Buy