Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$255K Sell
2025
Q2
$214K Buy
2024
Q4
Sell
2024
Q3
$413K Buy
2023
Q3
Sell
2023
Q2
$1.2M Buy
2021
Q3
Sell
2021
Q2
$823K Buy
2021
Q1
$379K Sell
2020
Q4
$589K Buy
2018
Q3
Sell
2018
Q2
$330K Buy
2018
Q1
$251K Buy
2017
Q2
Sell
2017
Q1
$207K Sell
2016
Q4
$742K Buy