Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$730K Sell
2024
Q3
$967K Sell
2024
Q2
$803K Sell
2024
Q1
$868K Sell
2023
Q4
$731K Sell
2023
Q3
$748K Buy
2020
Q4
Sell
2020
Q3
$985K Buy
2020
Q2
$991K Buy
2020
Q1
$203K Buy
2017
Q1
Sell
2016
Q4
$391K Buy
2016
Q3
$410K Hold
2016
Q2
$292K Sell
2016
Q1
$305K Buy
2015
Q4
$347K Sell
2015
Q3
$310K Buy