Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$281K Sell
2025
Q2
$347K Sell
2025
Q1
$325K Sell
2024
Q4
$299K Sell
2024
Q3
$288K Buy
2024
Q2
$204K Buy
2019
Q3
Sell
2019
Q2
$89K Sell
2019
Q1
$92K Hold
2018
Q4
$79K Hold
2018
Q3
$98K Hold
2018
Q2
$92K Hold
2018
Q1
$83K Hold
2017
Q4
$89K Buy