Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$954K Buy
2024
Q3
Sell
2024
Q2
$385K Buy
2020
Q1
Sell
2019
Q4
$592K Buy
2019
Q1
Sell
2018
Q4
$1.27M Buy
2018
Q3
$1.53M Sell
2018
Q2
$2.08M Buy
2017
Q4
Sell
2017
Q3
$962K Buy
2016
Q3
Sell
2016
Q2
$450K Buy
2016
Q1
$142K Buy