Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$215K Sell
2025
Q3
$204K Buy
2022
Q3
Sell
2022
Q2
$206K Buy
2019
Q1
Sell
2018
Q4
$348K Sell
2018
Q3
$380K Buy
2018
Q2
$336K Hold
2018
Q1
$310K Hold
2017
Q4
$317K Hold
2017
Q3
$340K Sell
2017
Q2
$331K Buy
2017
Q1
$308K Buy
2015
Q1
Sell
2014
Q4
$1.63M Buy