Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$200K Buy
2021
Q3
Sell
2021
Q2
$863K Buy
2019
Q2
Sell
2019
Q1
$91K Buy
2018
Q4
$60K Sell
2018
Q3
$95K Sell
2018
Q2
$192K Sell
2018
Q1
$211K Sell
2017
Q4
$290K Buy