Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$249K Buy
2025
Q1
$242K Sell
2024
Q4
$274K Sell
2024
Q3
$480K Sell
2024
Q2
$671K Buy
2016
Q1
Sell
2015
Q4
$228K Buy