Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$459K Sell
2025
Q2
$763K Buy
2021
Q1
Sell
2020
Q4
$209K Buy
2020
Q3
$107K Sell
2020
Q2
$247K Buy
2020
Q1
$256K Buy
2019
Q4
$169K Sell
2019
Q3
$177K Buy
2019
Q2
$185K Buy
2019
Q1
$171K Buy
2018
Q4
$87K Buy
2018
Q3
$114K Buy
2018
Q2
$97K Buy
2018
Q1
$67K Buy
2017
Q4
$65K Buy