Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$479K Buy
2025
Q1
$169K Sell
2024
Q4
$361K Hold
2024
Q3
$472K Buy
2024
Q2
$360K Sell
2024
Q1
$640K Hold
2023
Q4
$679K Hold
2023
Q3
$557K Hold
2023
Q2
$565K Buy
2023
Q1
$381K Buy
2017
Q3
Sell
2017
Q2
$329K Buy
2017
Q1
$63K Sell
2016
Q4
$298K Buy