Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$386K Buy
2025
Q1
$315K Buy
2021
Q3
Sell
2021
Q2
$203K Hold
2021
Q1
$220K Sell
2020
Q4
$387K Buy
2020
Q3
$278K Buy
2017
Q1
Sell
2016
Q4
$436K Buy
2016
Q3
$404K Buy
2016
Q2
$318K Sell
2016
Q1
$367K Buy