Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$342K Buy
2025
Q2
$210K Buy
2025
Q1
Sell
2024
Q4
$205K Sell
2024
Q3
$340K Buy
2024
Q2
$297K Buy
2018
Q3
Sell
2018
Q2
$284K Buy
2018
Q1
$231K Sell
2017
Q4
$273K Buy
2016
Q4
Sell
2016
Q3
$398K Buy
2016
Q2
$291K Buy
2016
Q1
$228K Buy
2014
Q2
Sell
2014
Q1
$288K Buy