Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$638K Sell
2025
Q2
$671K Sell
2025
Q1
$575K Sell
2024
Q4
$705K Sell
2024
Q3
$616K Buy
2024
Q2
$563K Buy
2024
Q1
$320K Buy
2019
Q2
Sell
2019
Q1
$104K Hold
2018
Q4
$110K Sell
2018
Q3
$248K Hold
2018
Q2
$218K Buy
2018
Q1
$219K Hold
2017
Q4
$197K Buy