Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$573K Sell
2025
Q2
$808K Sell
2025
Q1
$942K Buy
2024
Q4
$1.02M Buy
2024
Q3
$976K Buy
2024
Q2
$1.05M Sell
2024
Q1
$1.14M Buy
2019
Q2
Sell
2019
Q1
$243K Sell
2018
Q4
$220K Sell
2018
Q3
$342K Buy
2018
Q2
$322K Buy
2018
Q1
$294K Hold
2017
Q4
$305K Buy