Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$466K Buy
2024
Q3
Sell
2024
Q2
$345K Sell
2024
Q1
$326K Buy
2020
Q1
Sell
2019
Q4
$386K Sell
2019
Q3
$343K Buy
2019
Q2
$383K Sell
2019
Q1
$408K Buy
2017
Q1
Sell
2016
Q4
$561K Buy
2016
Q3
$493K Buy