Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$532K Buy
2025
Q2
$425K Sell
2025
Q1
$320K Sell
2024
Q4
$766K Sell
2024
Q3
$674K Buy
2024
Q2
$638K Buy
2024
Q1
$401K Sell
2023
Q4
$307K Sell
2023
Q3
$256K Hold
2023
Q2
$298K Buy
2017
Q4
Sell
2017
Q3
$3K Buy