Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$297K Buy
2019
Q4
Sell
2019
Q3
$325K Sell
2019
Q2
$321K Sell
2019
Q1
$388K Buy
2018
Q4
$310K Sell
2018
Q3
$661K Sell
2018
Q2
$599K Sell
2018
Q1
$600K Sell
2017
Q4
$740K Sell
2017
Q3
$769K Sell
2017
Q2
$681K Sell
2017
Q1
$824K Sell
2016
Q4
$944K Sell
2016
Q3
$1.19M Buy