Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$372K Sell
2025
Q2
$285K Sell
2025
Q1
$391K Sell
2024
Q4
$427K Sell
2024
Q3
$447K Buy
2024
Q2
$339K Sell
2024
Q1
$404K Buy
2022
Q1
Sell
2021
Q4
$201K Sell
2021
Q3
$211K Sell
2021
Q2
$327K Buy
2021
Q1
$283K Buy
2016
Q1
Sell
2015
Q4
$245K Buy
2015
Q3
$220K Sell
2015
Q2
$248K Sell
2015
Q1
$232K Buy