Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$383K Buy
2024
Q3
Sell
2024
Q2
$343K Buy
2024
Q1
$354K Buy
2022
Q4
Sell
2022
Q3
$10K Buy
2021
Q2
Sell
2021
Q1
$206K Buy
2019
Q3
Sell
2019
Q2
$112K Buy
2019
Q1
Sell
2018
Q4
$106K Sell
2018
Q3
$129K Buy