Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$426K Sell
2025
Q2
$385K Buy
2025
Q1
$257K Sell
2024
Q4
$330K Buy
2024
Q3
$331K Buy
2024
Q2
$358K Buy
2021
Q4
Sell
2021
Q3
$211K Hold
2021
Q2
$202K Buy
2018
Q4
Sell
2018
Q3
$220K Sell
2018
Q2
$217K Buy
2018
Q1
Sell
2017
Q4
$214K Sell
2017
Q3
$214K Buy