Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$295K Buy
2025
Q2
Sell
2025
Q1
$291K Buy
2018
Q2
Sell
2018
Q1
$1.08M Buy
2017
Q4
$854K Buy
2017
Q3
$758K Sell
2017
Q2
$619K Buy