Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$285K Hold
2025
Q2
$234K Buy
2025
Q1
Sell
2024
Q4
$214K Sell
2024
Q3
$214K Buy
2021
Q3
Sell
2021
Q2
$214K Sell
2021
Q1
$217K Buy
2020
Q3
Sell
2020
Q2
$365K Buy
2019
Q2
Sell
2019
Q1
$1.23M Sell
2018
Q4
$1.01M Buy
2018
Q3
$1.19M Buy
2018
Q2
$870K Buy
2018
Q1
$516K Sell
2017
Q4
$556K Buy