Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$874K Sell
2025
Q2
$749K Hold
2025
Q1
$708K Buy
2024
Q4
$609K Buy
2024
Q3
$520K Buy
2024
Q2
$292K Buy
2024
Q1
$257K Buy
2023
Q4
$250K Buy
2023
Q3
$239K Buy
2023
Q2
$209K Buy
2020
Q1
Sell
2019
Q4
$394K Buy
2018
Q3
Sell
2018
Q2
$314K Sell
2018
Q1
$318K Sell
2017
Q4
$344K Buy