Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Hold
2024
Q4
Sell
2024
Q3
$401K Buy
2024
Q2
Sell
2024
Q1
$287K Buy
2023
Q4
$228K Sell
2023
Q3
$310K Buy
2023
Q2
$245K Sell
2023
Q1
$335K Sell
2022
Q4
$549K Sell
2022
Q3
$818K Buy
2022
Q2
$570K Buy
2019
Q1
Sell
2018
Q4
$259K Buy
2017
Q3
Sell
2017
Q2
$321K Buy
2017
Q1
$209K Buy