Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$287K Buy
2024
Q3
Sell
2024
Q2
$270K Buy
2021
Q4
Sell
2021
Q3
$286K Buy
2020
Q3
Sell
2020
Q2
$229K Buy
2019
Q2
Sell
2019
Q1
$208K Buy
2018
Q4
Sell
2018
Q3
$698K Buy
2017
Q4
Sell
2017
Q3
$694K Buy
2017
Q1
Sell
2016
Q4
$460K Sell
2016
Q3
$811K Buy