Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$475K Buy
2025
Q1
$143K Sell
2024
Q4
$257K Buy
2018
Q2
Sell
2018
Q1
$509K Sell
2017
Q4
$491K Buy
2017
Q3
$424K Buy
2017
Q2
Sell
2017
Q1
$386K Buy
2016
Q4
Sell
2016
Q3
$252K Buy