Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$202K Buy
2025
Q2
Sell
2025
Q1
$284K Buy
2024
Q4
$243K Buy
2019
Q3
Sell
2019
Q2
$410K Sell
2019
Q1
$424K Sell
2018
Q4
$716K Buy
2018
Q3
$780K Buy
2018
Q2
$688K Sell
2018
Q1
$1.03M Sell
2017
Q4
$953K Sell
2017
Q3
$937K Sell
2017
Q2
$905K Sell
2017
Q1
$1.02M Buy
2016
Q4
$909K Sell
2016
Q3
$1.23M Buy
2016
Q2
$1.08M Buy
2016
Q1
$1.06M Sell
2015
Q4
$1.02M Buy