Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$273K Sell
2025
Q2
$401K Sell
2025
Q1
$448K Buy
2024
Q4
$419K Sell
2024
Q3
$450K Buy
2024
Q2
$284K Buy
2017
Q2
Sell
2017
Q1
$39K Buy
2016
Q4
$27K Buy