Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$674K Hold
2025
Q2
$704K Buy
2025
Q1
$575K Buy
2020
Q1
Sell
2019
Q4
$386K Buy
2019
Q3
Sell
2019
Q2
$421K Buy
2017
Q4
Sell
2017
Q3
$98K Buy
2016
Q1
Sell
2015
Q4
$224K Buy