Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$298K Buy
2023
Q4
Sell
2023
Q3
$1.28M Buy
2023
Q2
$1.51M Buy
2022
Q2
Sell
2022
Q1
$2.83M Buy
2021
Q3
Sell
2021
Q2
$1.45M Buy
2020
Q4
Sell
2020
Q3
$304K Sell
2020
Q2
$800K Buy
2018
Q4
Sell
2018
Q3
$239K Buy
2018
Q2
Sell
2018
Q1
$2M Buy
2017
Q4
$329K Buy