Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$254K Sell
2025
Q2
$924K Buy
2025
Q1
$209K Buy
2022
Q4
Sell
2022
Q3
$617 Buy
2019
Q1
Sell
2018
Q4
$19K Buy
2018
Q1
$22K Hold
2017
Q4
$22K Buy