Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$449K Sell
2025
Q1
$535K Sell
2024
Q4
$485K Sell
2024
Q3
$543K Sell
2024
Q2
$625K Buy
2024
Q1
$646K Buy
2023
Q4
$533K Buy
2023
Q3
$458K Buy
2023
Q2
$412K Buy
2023
Q1
$26.1K Buy
2019
Q3
Sell
2019
Q2
$1.72M Sell
2019
Q1
$1.99M Buy
2018
Q4
$263K Sell
2018
Q3
$4.17M Buy
2018
Q2
$3.75M Buy
2018
Q1
$2.21M Sell
2017
Q4
$2.54M Buy