Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$508K Buy
2020
Q3
Sell
2020
Q2
$201K Sell
2020
Q1
$215K Sell
2019
Q4
$249K Sell
2019
Q3
$261K Sell
2019
Q2
$298K Sell
2019
Q1
$291K Sell
2018
Q4
$232K Sell
2018
Q3
$325K Sell
2018
Q2
$303K Sell
2018
Q1
$367K Buy
2017
Q4
$345K Sell
2017
Q3
$337K Sell
2017
Q2
$371K Sell
2017
Q1
$365K Sell
2016
Q4
$377K Sell
2016
Q3
$333K Buy
2016
Q2
$310K Buy