Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$360K Buy
2025
Q2
$378K Sell
2025
Q1
$221K Buy
2019
Q3
Sell
2019
Q2
$257K Hold
2019
Q1
$255K Hold
2018
Q4
$230K Buy
2016
Q1
Sell
2015
Q4
$667K Sell
2015
Q3
$1.01M Buy