Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$257K Buy
2023
Q1
Sell
2022
Q4
$286K Sell
2022
Q3
$291K Buy
2022
Q2
$303K Buy
2022
Q1
$317K Sell
2021
Q4
$378K Buy
2020
Q2
Sell
2020
Q1
$655K Buy
2017
Q1
Sell
2016
Q4
$351K Sell
2016
Q3
$924K Sell
2016
Q2
$1.42M Sell
2016
Q1
$1.22M Buy
2015
Q4
$630K Buy
2015
Q3
$203K Buy
2013
Q4
Sell
2013
Q3
$259K Sell
2013
Q2
$273K Buy