Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$719K Buy
2025
Q2
Sell
2025
Q1
$200K Buy
2019
Q4
Sell
2019
Q3
$328K Sell
2019
Q2
$415K Sell
2019
Q1
$2.44M Sell
2018
Q4
$3.77M Buy
2018
Q3
$1.71M Sell
2018
Q2
$2.96M Sell
2018
Q1
$3.88M Buy
2017
Q4
$3.36M Buy
2017
Q3
Sell
2017
Q2
$377K Buy