Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$502K Buy
2024
Q3
$325K Buy
2022
Q1
Sell
2021
Q4
$256K Sell
2021
Q3
$461K Sell
2021
Q2
$463K Buy
2021
Q1
$337K Buy
2020
Q4
$320K Buy
2018
Q3
Sell
2018
Q2
$417K Buy
2018
Q1
$297K Hold
2017
Q4
$274K Buy
2017
Q3
$254K Buy