Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$110K Sell
2024
Q4
$220K Buy
2024
Q3
$124K Buy
2018
Q4
Sell
2018
Q3
$411K Buy
2018
Q2
Sell
2018
Q1
$1.57M Buy
2016
Q4
Sell
2016
Q3
$3.06M Buy
2016
Q2
Sell
2016
Q1
$1.42M Buy
2015
Q4
$302K Buy