Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$458K Buy
2025
Q2
$387K Buy
2025
Q1
$360K Hold
2024
Q4
$333K Hold
2024
Q3
$363K Sell
2024
Q2
$367K Sell
2024
Q1
$358K Buy
2020
Q3
Sell
2020
Q2
$238K Sell
2020
Q1
$207K Sell
2019
Q4
$346K Sell
2019
Q3
$371K Buy
2018
Q1
Sell
2017
Q4
$399K Buy
2017
Q3
$327K Buy
2017
Q2
$283K Buy
2017
Q1
$220K Buy