Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.06M Buy
2025
Q1
$1.19M Sell
2024
Q4
$1.15M Buy
2024
Q3
$402K Buy
2024
Q2
$423K Buy
2024
Q1
$433K Buy
2023
Q4
$402K Buy
2018
Q2
Sell
2018
Q1
$1K Hold
2017
Q4
$1K Hold
2017
Q3
$1K Buy
2017
Q2
Sell
2017
Q1
$9K Buy
2016
Q4
$7K Buy