Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$256K Sell
2025
Q1
$752K Buy
2024
Q4
$273K Sell
2024
Q3
$391K Buy
2024
Q2
$235K Sell
2024
Q1
$274K Buy
2023
Q2
Sell
2023
Q1
$343K Buy
2016
Q3
Sell
2016
Q2
$3K Buy
2013
Q4
Sell
2013
Q3
$2K Hold
2013
Q2
$3K Buy