Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$256K Sell
2025
Q2
$225K Hold
2025
Q1
$212K Sell
2024
Q4
$270K Sell
2024
Q3
$257K Hold
2024
Q2
$234K Sell
2024
Q1
$235K Buy
2016
Q2
Sell
2016
Q1
$727K Buy