Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$419K Sell
2025
Q2
$408K Buy
2025
Q1
$346K Buy
2024
Q3
Sell
2024
Q2
$215K Sell
2024
Q1
$476K Buy
2019
Q1
Sell
2018
Q4
$407K Buy
2018
Q3
$462K Buy
2018
Q2
$441K Sell
2018
Q1
$641K Buy