Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$260K Buy
2025
Q3
$158K Buy
2024
Q2
Sell
2024
Q1
$731K Buy
2023
Q4
$566K Sell
2023
Q3
$763K Sell
2023
Q2
$859K Buy
2022
Q3
Sell
2022
Q2
$608K Buy
2020
Q3
Sell
2020
Q2
$16K Buy
2018
Q3
Sell
2018
Q2
$63K Hold
2018
Q1
$62K Hold
2017
Q4
$56K Buy