Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$244K Sell
2025
Q2
$297K Sell
2025
Q1
$267K Buy
2024
Q4
$269K Buy
2024
Q3
$258K Sell
2024
Q2
$236K Sell
2024
Q1
$283K Buy
2023
Q1
Sell
2022
Q4
$203K Buy
2018
Q1
Sell
2017
Q4
$27K Hold
2017
Q3
$22K Buy