Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$240K Sell
2025
Q1
$380K Buy
2024
Q4
Sell
2024
Q3
$427K Sell
2024
Q2
$574K Buy
2020
Q3
Sell
2020
Q2
$717K Buy
2020
Q1
Sell
2019
Q4
$296 Buy
2017
Q4
Sell
2017
Q3
$213K Sell
2017
Q2
$631K Sell
2017
Q1
$667K Buy
2016
Q4
Sell
2016
Q3
$2.5M Buy
2016
Q2
$596K Buy