Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$844K Sell
2025
Q2
$712K Buy
2025
Q1
$683K Buy
2024
Q4
$366K Buy
2018
Q3
Sell
2018
Q2
$157K Sell
2018
Q1
$150K Sell
2017
Q4
$176K Sell
2017
Q3
$190K Sell
2017
Q2
$202K Sell
2017
Q1
$221K Sell
2016
Q4
$247K Buy
2016
Q3
$273K Sell
2016
Q2
$271K Hold
2016
Q1
$256K Sell
2015
Q4
$227K Sell
2015
Q3
$252K Buy
2015
Q2
$328K Hold
2015
Q1
$318K Buy