Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$808K Buy
2025
Q2
$696K Buy
2025
Q1
$687K Sell
2024
Q4
$683K Buy
2024
Q3
$576K Buy
2024
Q2
$441K Buy
2018
Q3
Sell
2018
Q2
$415K Sell
2018
Q1
$592K Buy
2017
Q4
$558K Hold
2017
Q3
$518K Buy
2017
Q2
$589K Buy
2017
Q1
$590K Sell
2016
Q4
$561K Buy