Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
2023
Q4
Sell
2023
Q3
$533K Buy
2022
Q3
Sell
2022
Q2
$480K Buy
2022
Q1
$282K Sell
2021
Q4
$376K Sell
2021
Q3
$476K Buy
2016
Q1
Sell
2015
Q4
$1.96M Buy
2015
Q3
$592K Sell
2015
Q2
$680K Buy