Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$467K Sell
2025
Q2
$444K Hold
2025
Q1
$284K Buy
2024
Q4
$297K Buy
2024
Q3
$278K Hold
2024
Q2
$230K Hold
2024
Q1
$205K Buy
2019
Q3
Sell
2019
Q2
$227K Sell
2019
Q1
$268K Sell
2018
Q4
$263K Buy
2018
Q3
$257K Buy
2018
Q2
$218K Buy
2018
Q1
$221K Sell
2017
Q4
$238K Buy
2017
Q3
$224K Hold
2017
Q2
$232K Buy
2017
Q1
$202K Buy