Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$164K Sell
2025
Q1
$383K Sell
2024
Q4
$692K Sell
2024
Q3
$774K Buy
2024
Q2
$413K Buy
2018
Q1
Sell
2017
Q4
$256K Sell
2017
Q3
$227K Buy
2017
Q2
$202K Buy
2016
Q3
Sell
2016
Q2
$242K Buy
2016
Q1
$255K Buy
2015
Q4
Sell
2015
Q3
$205K Buy