Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$219K Sell
2025
Q2
$236K Sell
2025
Q1
$232K Sell
2024
Q4
$253K Sell
2024
Q3
$295K Buy
2024
Q2
$204K Buy
2024
Q1
$213K Buy
2017
Q3
Sell
2017
Q2
$619K Buy
2017
Q1
$615K Buy
2016
Q4
$465K Buy
2016
Q3
$233K Sell
2016
Q2
$262K Sell
2016
Q1
$305K Sell
2015
Q4
$313K Buy
2013
Q3
Sell
2013
Q2
$267K Buy