Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$522K Sell
2025
Q2
$359K Buy
2025
Q1
$375K Hold
2024
Q4
$483K Hold
2024
Q3
$537K Buy
2021
Q3
Sell
2021
Q2
$426K Hold
2021
Q1
$373K Buy
2019
Q3
Hold
2019
Q2
Sell
2019
Q1
$667K Hold
2018
Q4
$513K Sell
2018
Q3
$727K Buy
2015
Q4
Hold
2015
Q3
Sell
2015
Q2
$332K Sell
2015
Q1
$913K Sell
2014
Q4
$900K Buy
2014
Q3
$511K Buy