Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$268K Buy
2022
Q1
Sell
2021
Q4
$618K Buy
2021
Q3
$324K Buy
2018
Q2
Sell
2018
Q1
$929K Buy
2017
Q4
$314K Sell
2017
Q3
$372K Buy
2017
Q2
$266K Buy
2017
Q1
Sell
2016
Q4
$1.34M Buy
2014
Q4
Sell
2014
Q3
$4.29M Buy