Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$26.1K Sell
2025
Q2
$25.3K Buy
2018
Q4
Sell
2018
Q3
$125K Sell
2018
Q2
$158K Sell
2018
Q1
$217K Sell
2017
Q4
$327K Sell
2017
Q3
$573K Sell
2017
Q2
$1.13M Buy
2017
Q1
$1.14M Sell
2016
Q4
$1.21M Buy
2016
Q3
$1.19M Buy
2016
Q2
$1.2M Buy
2016
Q1
$1.15M Buy
2015
Q4
$1.19M Sell
2015
Q3
$1.18M Sell
2015
Q2
$1.33M Buy
2015
Q1
$1.37M Buy
2014
Q4
$1.26M Buy