Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Hold
2023
Q3
Hold
2023
Q2
Hold
2020
Q3
Sell
2020
Q2
$887K Buy
2017
Q1
Sell
2016
Q4
$186K Buy
2016
Q3
Hold