Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$460K Buy
2023
Q1
Sell
2022
Q4
$663K Buy
2022
Q1
Sell
2021
Q4
$723K Buy
2021
Q3
$597K Buy
2021
Q2
Sell
2021
Q1
$220K Sell
2020
Q4
$274K Buy
2018
Q4
Sell
2018
Q3
$292K Sell
2018
Q2
$583K Buy
2016
Q3
Sell
2016
Q2
$637K Buy