Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$253K Sell
2024
Q3
$334K Buy
2024
Q2
$352K Buy
2024
Q1
$281K Buy
2023
Q4
$313K Sell
2023
Q3
$271K Buy
2023
Q2
$231K Buy
2018
Q4
Sell
2018
Q3
$216K Sell
2018
Q2
$202K Sell
2018
Q1
$259K Hold
2017
Q4
$210K Buy