Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$615K Buy
2019
Q2
Sell
2019
Q1
$208K Sell
2018
Q4
$218K Buy
2015
Q4
Sell
2015
Q3
$19K Buy
2015
Q2
Sell
2015
Q1
$5K Buy
2014
Q4
Sell
2014
Q3
$8K Buy