Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$789K Buy
2023
Q4
Sell
2023
Q3
$367K Sell
2023
Q2
$1.28M Buy
2022
Q4
Sell
2022
Q3
$1.37M Sell
2022
Q2
$1.45M Buy
2022
Q1
$431K Buy
2020
Q1
Sell
2019
Q4
$1.17M Buy
2019
Q3
Sell
2019
Q2
$1.04M Buy
2018
Q3
Sell
2018
Q2
$634K Buy
2017
Q4
Sell
2017
Q3
$401K Sell
2017
Q2
$448K Buy