Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$529K Buy
2020
Q1
Sell
2019
Q4
$241K Sell
2019
Q3
$2.48M Buy
2019
Q1
Sell
2018
Q4
$669K Buy
2017
Q4
Sell
2017
Q3
$1.17M Sell
2017
Q2
$1.52M Buy