Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$293K Sell
2025
Q2
$252K Sell
2025
Q1
$307K Buy
2024
Q4
$222K Buy
2024
Q3
$257K Buy
2024
Q2
$219K Sell
2024
Q1
$208K Buy
2018
Q3
Sell
2018
Q2
$1.76M Buy
2018
Q1
$1.06M Buy
2017
Q4
$514K Buy