Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$365K Buy
2023
Q3
Sell
2023
Q2
$265K Buy
2021
Q4
Sell
2021
Q3
$507K Buy
2021
Q1
Sell
2020
Q4
$320K Buy
2019
Q1
Sell
2018
Q4
$537K Sell
2018
Q3
$662K Sell
2018
Q2
$701K Sell
2018
Q1
$1.14M Buy