Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$73.1K Sell
2025
Q2
$130K Buy
2025
Q1
$47.8K Buy
2024
Q3
Sell
2024
Q2
$105K Buy
2022
Q4
Sell
2022
Q3
$18K Hold
2022
Q2
$23K Hold
2022
Q1
$26K Sell
2021
Q4
$35K Hold
2021
Q3
$26K Buy
2017
Q2
Sell
2017
Q1
$207K Sell
2016
Q4
$714K Sell
2016
Q3
$768K Buy
2016
Q2
$595K Buy
2016
Q1
$549K Sell
2015
Q4
$537K Sell
2015
Q3
$1.15M Buy