Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$464K Sell
2025
Q2
$434K Sell
2025
Q1
$380K Buy
2024
Q4
$303K Sell
2024
Q3
$346K Sell
2024
Q2
$324K Buy
2018
Q1
Sell
2017
Q4
$258K Buy