Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$203K Buy
2020
Q4
Sell
2020
Q3
$4K Sell
2020
Q2
$6K Buy
2019
Q4
Sell
2019
Q3
$4K Sell
2019
Q2
$12.1K Sell
2019
Q1
$812K Hold
2018
Q4
$705K Hold
2018
Q3
$938K Hold
2018
Q2
$887K Buy
2017
Q2
Sell
2017
Q1
$1.48M Hold
2016
Q4
$1.39M Buy