Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$217K Buy
2025
Q1
Sell
2024
Q4
$466K Buy
2024
Q3
$618K Buy
2024
Q2
$388K Sell
2024
Q1
$418K Buy
2023
Q2
Sell
2023
Q1
$1.96M Sell
2022
Q4
$1.62M Buy
2017
Q3
Sell
2017
Q2
$331K Buy
2017
Q1
$9K Hold
2016
Q4
$10K Buy