Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$807K Sell
2025
Q2
$698K Buy
2020
Q1
Sell
2019
Q4
$843K Buy
2019
Q3
$753K Buy
2019
Q2
$872K Sell
2019
Q1
$823K Sell
2018
Q4
$756K Buy
2018
Q3
$641K Sell
2018
Q2
$663K Sell
2018
Q1
$608K Buy
2017
Q4
$628K Buy
2017
Q3
$551K Buy