Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$432K Sell
2025
Q2
$537K Sell
2025
Q1
$601K Buy
2024
Q4
$635K Buy
2024
Q3
$535K Buy
2020
Q1
Sell
2019
Q4
$276K Sell
2019
Q3
$252K Buy
2019
Q2
$265K Sell
2019
Q1
$239K Buy
2018
Q4
Sell
2018
Q3
$323K Sell
2018
Q2
$298K Sell
2018
Q1
$325K Buy
2017
Q4
$240K Sell
2017
Q3
$205K Buy