Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$371K Buy
2023
Q4
Sell
2023
Q3
$341K Buy
2023
Q1
Sell
2022
Q4
$1.27M Buy
2022
Q3
$824K Buy
2017
Q3
Sell
2017
Q2
$813K Sell
2017
Q1
$1.98M Buy