Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$264K Buy
2022
Q4
Sell
2022
Q3
$123K Buy
2022
Q2
$149K Sell
2022
Q1
$220K Buy
2017
Q3
Sell
2017
Q2
$249K Sell
2017
Q1
$253K Sell
2016
Q4
$241K Buy