Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$386K Hold
2025
Q1
$348K Hold
2024
Q4
$371K Hold
2024
Q3
$350K Hold
2024
Q2
$354K Hold
2024
Q1
$382K Hold
2023
Q4
$399K Hold
2023
Q3
$327K Sell
2023
Q2
$396K Buy
2017
Q4
Sell
2017
Q3
$1.47M Sell
2017
Q2
$2.31M Sell
2017
Q1
$2.78M Hold
2016
Q4
$2.4M Buy
2016
Q3
$926K Buy