Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$232K Sell
2025
Q2
$384K Buy
2025
Q1
$250K Sell
2024
Q4
$236K Buy
2024
Q2
Sell
2024
Q1
$271K Buy
2023
Q4
$221K Buy
2019
Q3
Sell
2019
Q2
$264K Hold
2019
Q1
$254K Sell
2018
Q4
$324K Buy
2018
Q3
$281K Sell
2018
Q2
$273K Buy