Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$356K Hold
2024
Q3
$364K Buy
2024
Q1
Sell
2023
Q4
$263K Sell
2023
Q3
$308K Sell
2023
Q2
$316K Buy
2023
Q1
$305K Buy
2019
Q3
Sell
2019
Q2
$344K Sell
2019
Q1
$389K Sell
2018
Q4
$350K Sell
2018
Q3
$513K Buy