Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$258K Sell
2025
Q2
$293K Buy
2025
Q1
$177K Buy
2024
Q4
Sell
2024
Q3
$837K Buy
2022
Q1
Sell
2021
Q4
$778K Buy
2021
Q3
$708K Buy
2021
Q2
$741K Buy
2021
Q1
$718K Buy
2018
Q2
Sell
2018
Q1
$25K Sell
2017
Q4
$46K Buy
2017
Q3
$21K Hold
2017
Q2
$20K Sell
2017
Q1
$24K Sell
2016
Q4
$33K Buy