Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$318K Sell
2025
Q1
$287K Buy
2024
Q4
$265K Buy
2024
Q3
$293K Buy
2018
Q4
Sell
2018
Q3
$200K Buy
2018
Q2
$207K Sell
2018
Q1
$222K Sell
2017
Q4
$207K Buy