Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$469K Buy
2024
Q3
Sell
2024
Q2
$288K Buy
2024
Q1
Sell
2023
Q4
$277K Sell
2023
Q3
$321K Buy
2022
Q3
Sell
2022
Q2
$325K Buy
2018
Q1
Sell
2017
Q4
$238K Buy
2017
Q3
Sell
2017
Q2
$246K Buy
2017
Q1
Sell
2016
Q4
$247 Sell
2016
Q3
$225K Buy
2015
Q3
Hold
2015
Q2
Hold