Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$430K Buy
2025
Q1
Sell
2024
Q4
$343K Sell
2024
Q3
$420K Sell
2024
Q2
$362K Buy
2024
Q1
$318K Buy
2019
Q3
Sell
2019
Q2
$168K Buy
2019
Q1
$143K Sell
2018
Q4
$173K Buy
2018
Q3
$213K Buy
2018
Q2
$147K Buy