Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$232K Sell
2025
Q2
$222K Sell
2025
Q1
$245K Buy
2021
Q1
Sell
2020
Q4
$242K Sell
2020
Q3
$653K Sell
2020
Q2
$858K Buy
2020
Q1
Sell
2019
Q4
$924K Buy
2019
Q2
Sell
2019
Q1
$1.03M Buy
2018
Q4
$559K Buy
2018
Q3
$512K Sell
2018
Q2
$721K Buy
2018
Q1
$583K Buy