Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$225K Sell
2025
Q2
$251K Sell
2025
Q1
$319K Sell
2024
Q4
$384K Buy
2024
Q3
$432K Buy
2024
Q1
$211K Buy
2020
Q4
Sell
2020
Q3
$36K Hold
2020
Q2
$29K Sell
2020
Q1
$28K Sell
2019
Q4
$46K Hold
2019
Q3
$44K Sell
2019
Q2
$53K Sell
2019
Q1
$66K Sell
2018
Q4
$68K Sell
2018
Q3
$72K Sell
2018
Q2
$109K Buy