Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$392K Sell
2025
Q2
$490K Sell
2025
Q1
$579K Buy
2024
Q4
$534K Sell
2024
Q3
$574K Buy
2022
Q4
Sell
2022
Q3
$338K Sell
2022
Q2
$477K Buy
2022
Q1
$517K Buy
2018
Q2
Sell
2018
Q1
$13K Sell
2017
Q4
$17K Sell
2017
Q3
$19K Buy