Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$582K Buy
2025
Q2
$563K Sell
2025
Q1
$639K Buy
2024
Q4
$542K Buy
2020
Q2
Sell
2020
Q1
$492K Sell
2019
Q4
$811K Sell
2019
Q3
$1.14M Sell
2019
Q2
$1.28M Sell
2019
Q1
$1.25M Buy
2018
Q4
$470K Hold
2018
Q3
$470K Sell
2018
Q2
$531K Buy
2018
Q1
$508K Buy
2017
Q4
$513K Buy