Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$616K Buy
2022
Q3
Sell
2022
Q2
$229K Buy
2022
Q1
$7K Buy
2021
Q4
Sell
2021
Q3
$1.36M Buy
2017
Q3
Sell
2017
Q2
$3K Buy
2017
Q1
Sell
2016
Q4
$283K Hold
2016
Q3
$271K Hold
2016
Q2
$230K Buy
2015
Q1
Sell
2014
Q4
$248K Buy
2014
Q3
$4K Buy