Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$460K Buy
2025
Q2
$421K Buy
2025
Q1
$296K Buy
2020
Q1
Sell
2019
Q4
$200K Buy
2018
Q3
Sell
2018
Q2
$351K Buy
2018
Q1
$308K Buy
2017
Q4
$311K Sell
2017
Q3
$277K Sell
2017
Q2
$258K Buy
2017
Q1
$267K Buy
2016
Q4
$285K Buy
2014
Q2
Sell
2014
Q1
$205K Buy