Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$565K Buy
2024
Q4
Sell
2024
Q3
$322K Sell
2024
Q2
$385K Buy
2022
Q4
Sell
2022
Q3
$379K Buy
2021
Q3
Sell
2021
Q2
$453K Buy
2020
Q1
Sell
2019
Q4
$326K Sell
2019
Q3
$380K Buy
2018
Q4
Sell
2018
Q3
$258K Buy
2018
Q2
Sell
2018
Q1
$631K Buy
2017
Q4
$210K Buy