Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$410K Buy
2025
Q2
$369K Buy
2025
Q1
$232K Buy
2024
Q4
Sell
2024
Q3
$206K Buy
2021
Q1
Sell
2020
Q4
$208K Sell
2020
Q3
$216K Buy
2020
Q2
Sell
2020
Q1
$241K Sell
2019
Q4
$461K Sell
2019
Q3
$498K Hold
2019
Q2
$452K Sell
2019
Q1
$382K Hold
2018
Q4
$336K Sell
2018
Q3
$462K Buy