Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$138K Buy
2021
Q3
Sell
2021
Q2
$449K Sell
2021
Q1
$748K Sell
2020
Q4
$645K Buy
2019
Q4
Sell
2019
Q3
$220K Buy
2019
Q2
Sell
2019
Q1
$536K Buy
2018
Q4
$308K Sell
2018
Q3
$467K Buy
2018
Q2
$235K Buy
2016
Q1
Sell
2015
Q4
$304K Buy