Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$201K Buy
2021
Q2
Sell
2021
Q1
$361K Buy
2020
Q4
$307K Buy
2020
Q3
$295K Buy
2020
Q2
$201K Buy
2019
Q3
Sell
2019
Q2
$240K Sell
2019
Q1
$248K Sell
2018
Q4
$295K Buy
2018
Q3
$270K Sell
2018
Q2
$257K Sell
2018
Q1
$242K Sell
2017
Q4
$263K Sell
2017
Q3
$400K Sell
2017
Q2
$373K Sell
2017
Q1
$370K Buy
2016
Q4
$325K Buy
2016
Q3
$327K Buy