Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$402K Buy
2025
Q2
$234K Buy
2024
Q4
Sell
2024
Q3
$339K Buy
2024
Q2
$465K Buy
2024
Q1
$271K Buy
2018
Q3
Sell
2018
Q2
$354K Sell
2018
Q1
$426K Buy
2017
Q4
$313K Sell
2017
Q3
$974K Buy
2017
Q2
$450K Sell
2017
Q1
$767K Sell
2016
Q4
$823K Sell
2016
Q3
$597K Buy
2016
Q2
$411K Buy