Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$659K Buy
2025
Q1
Sell
2024
Q4
$285K Buy
2023
Q1
Sell
2022
Q4
$401K Buy
2022
Q1
Sell
2021
Q4
$679K Buy
2019
Q3
Sell
2019
Q2
$223K Buy
2018
Q4
Sell
2018
Q3
$473K Buy
2016
Q3
Sell
2016
Q2
$575K Buy
2016
Q1
$344K Buy