Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$183K Buy
2024
Q4
Sell
2024
Q3
$448K Buy
2024
Q1
Sell
2023
Q4
$1.14M Buy
2023
Q3
$792K Buy
2023
Q2
$294K Sell
2023
Q1
$905K Buy
2022
Q1
Sell
2021
Q4
$252K Buy
2017
Q4
Sell
2017
Q3
$254K Buy
2016
Q4
Sell
2016
Q3
$242K Sell
2016
Q2
$273K Buy
2016
Q1
Sell
2015
Q4
$241K Buy