Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$878K Sell
2025
Q2
$946K Sell
2025
Q1
$883K Sell
2024
Q4
$803K Sell
2024
Q3
$825K Buy
2024
Q2
$723K Buy
2024
Q1
$623K Buy
2023
Q4
$327K Buy
2019
Q4
Sell
2019
Q3
$2.59M Sell
2019
Q2
$2.86M Buy
2019
Q1
$2.56M Buy
2018
Q4
$2.33M Buy
2018
Q3
$2.8M Buy
2018
Q2
$2.58M Buy
2018
Q1
$2.43M Sell
2017
Q4
$2.83M Buy
2017
Q3
$2.46M Sell
2017
Q2
$2.92M Sell
2017
Q1
$2.75M Buy
2016
Q4
$2.35M Buy