Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$359K Sell
2025
Q2
$321K Sell
2025
Q1
$318K Sell
2024
Q4
$303K Buy
2024
Q3
$272K Sell
2024
Q2
$262K Buy
2024
Q1
$224K Buy
2019
Q1
Sell
2018
Q4
$746K Sell
2018
Q3
$772K Buy
2018
Q2
$758K Buy
2018
Q1
$299K Sell
2017
Q4
$367K Buy