Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$399K Buy
2023
Q3
Sell
2023
Q2
$688K Buy
2022
Q3
Sell
2022
Q2
$363K Buy
2021
Q4
Sell
2021
Q3
$375K Buy
2018
Q3
Sell
2018
Q2
$394K Buy
2018
Q1
Sell
2017
Q4
$485K Sell
2017
Q3
$765K Buy
2017
Q1
Sell
2016
Q4
$225K Sell
2016
Q3
$692K Buy