Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$496K Buy
2025
Q2
$392K Buy
2025
Q1
$345K Sell
2024
Q4
$402K Sell
2024
Q3
$411K Buy
2021
Q1
Sell
2020
Q4
$417K Buy
2020
Q3
$350K Buy
2020
Q2
$369K Buy
2020
Q1
$343K Sell
2019
Q4
$569K Buy
2019
Q3
$535K Buy
2019
Q2
$509K Buy
2019
Q1
$467K Buy
2018
Q4
$260K Sell
2018
Q3
$305K Buy
2018
Q2
$274K Buy
2018
Q1
$250K Buy
2017
Q4
$178K Buy