Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$570K Buy
2024
Q1
Sell
2023
Q4
$711K Sell
2023
Q3
$1.07M Buy
2023
Q2
$312K Buy
2019
Q3
Sell
2019
Q2
$481K Buy
2018
Q4
Sell
2018
Q3
$642K Buy
2018
Q2
Sell
2018
Q1
$244K Buy
2017
Q3
Sell
2017
Q2
$327K Sell
2017
Q1
$340K Buy
2016
Q4
$212K Buy