Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$558K Buy
2024
Q1
Sell
2023
Q4
$317K Buy
2023
Q3
$182K Sell
2023
Q2
$211K Buy
2022
Q2
Sell
2022
Q1
$190K Buy
2018
Q2
Sell
2018
Q1
$535K Sell
2017
Q4
$590K Buy
2017
Q3
Sell
2017
Q2
$190K Sell
2017
Q1
$208K Buy