Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$481K Hold
2025
Q2
$672K Hold
2025
Q1
$729K Hold
2024
Q4
$987K Buy
2020
Q1
Sell
2019
Q4
$984K Hold
2019
Q3
$876K Hold
2019
Q2
$881K Hold
2019
Q1
$739K Hold
2018
Q4
$767K Buy
2016
Q4
Sell
2016
Q3
$801K Hold
2016
Q2
$711K Hold
2016
Q1
$792K Hold
2015
Q4
$780K Buy