Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$251K Buy
2023
Q4
Sell
2023
Q3
$229K Buy
2019
Q2
Sell
2019
Q1
$371K Sell
2018
Q4
$413K Sell
2018
Q3
$531K Buy
2018
Q2
$409K Buy
2016
Q1
Sell
2015
Q4
$177K Buy