Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$230K Sell
2025
Q2
$202K Sell
2025
Q1
$288K Buy
2024
Q4
$242K Sell
2024
Q3
$266K Buy
2024
Q2
$259K Sell
2024
Q1
$272K Sell
2023
Q4
$371K Buy
2023
Q3
$298K Buy
2020
Q1
Sell
2019
Q4
$261K Sell
2019
Q3
$319K Sell
2019
Q2
$475K Buy
2019
Q1
$244K Sell
2018
Q4
$214K Sell
2018
Q3
$371K Buy
2015
Q3
Sell
2015
Q2
$208K Buy