Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$402K Buy
2025
Q2
Sell
2025
Q1
$365K Buy
2024
Q4
$288K Buy
2024
Q3
$287K Sell
2024
Q2
$287K Sell
2024
Q1
$312K Buy
2023
Q4
$252K Buy
2023
Q3
$213K Buy
2023
Q2
$200K Buy
2017
Q2
Sell
2017
Q1
$251K Hold
2016
Q4
$220K Buy
2015
Q2
Sell
2015
Q1
$612K Buy