Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$202K Buy
2025
Q2
Sell
2025
Q1
$306K Buy
2024
Q4
Sell
2024
Q3
$271K Buy
2024
Q2
$232K Sell
2024
Q1
$268K Buy
2023
Q4
$301K Sell
2023
Q3
$380K Buy
2023
Q2
$386K Sell
2023
Q1
$434K Buy
2022
Q4
$337K Buy
2022
Q3
$226K Buy
2022
Q2
$220K Buy
2017
Q1
Sell
2016
Q4
$267K Buy
2016
Q3
$249K Sell
2016
Q2
$228K Sell
2016
Q1
$275K Buy