Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$328K Buy
2024
Q3
Sell
2024
Q2
$1.79M Buy
2024
Q1
$1.46M Buy
2023
Q4
$944K Buy
2022
Q4
Sell
2022
Q3
$284K Buy
2019
Q2
Sell
2019
Q1
$250K Buy
2017
Q4
Sell
2017
Q3
$1.05M Buy
2017
Q2
Sell
2017
Q1
$201K Buy
2016
Q3
Sell
2016
Q2
$220K Buy
2016
Q1
Sell
2015
Q4
$474K Buy