Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$360K Buy
2025
Q2
$234K Buy
2019
Q2
Sell
2019
Q1
$265K Sell
2018
Q4
$258K Sell
2018
Q3
$388K Buy
2018
Q2
$411K Buy
2017
Q4
Sell
2017
Q3
$212K Buy