Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$359K Buy
2022
Q1
Sell
2021
Q4
$271K Buy
2018
Q4
Sell
2018
Q3
$336K Buy
2018
Q2
Sell
2018
Q1
$247K Buy
2017
Q4
Sell
2017
Q3
$230K Buy