Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$637K Sell
2025
Q1
$692K Sell
2024
Q4
$780K Sell
2024
Q3
$769K Buy
2024
Q2
$646K Buy
2019
Q4
Sell
2019
Q3
$191K Buy
2019
Q2
$185K Sell
2019
Q1
$200K Buy
2018
Q4
Sell
2018
Q3
$251K Sell
2018
Q2
$256K Sell
2018
Q1
$265K Sell
2017
Q4
$298K Buy
2017
Q3
$253K Buy
2017
Q2
Sell
2017
Q1
$228K Buy
2016
Q4
$210K Buy
2016
Q3
$132K Buy