Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$306K Hold
2025
Q2
$272K Hold
2025
Q1
$274K Sell
2024
Q4
$271K Buy
2024
Q3
$290K Sell
2024
Q2
$274K Sell
2024
Q1
$305K Buy
2023
Q4
$263K Buy
2017
Q4
Sell
2017
Q3
$425K Sell
2017
Q2
$621K Sell
2017
Q1
$762K Sell
2016
Q4
$883K Sell
2016
Q3
$1.1M Buy
2016
Q2
$897K Buy
2016
Q1
$522K Buy