Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$281K Sell
2025
Q1
$269K Buy
2024
Q4
$283K Buy
2024
Q2
Sell
2024
Q1
$203K Buy
2023
Q4
$204K Buy
2021
Q1
Sell
2020
Q4
$107K Buy
2018
Q3
Sell
2018
Q2
$304K Sell
2018
Q1
$324K Buy
2017
Q4
$86K Buy