Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$123K Sell
2025
Q2
$172K Hold
2025
Q1
$160K Sell
2024
Q4
$153K Sell
2024
Q3
$178K Buy
2024
Q2
$156K Sell
2024
Q1
$152K Sell
2023
Q4
$139K Hold
2023
Q3
$118K Sell
2023
Q2
$122K Sell
2023
Q1
$119K Sell
2022
Q4
$116K Buy
2018
Q1
Sell
2017
Q4
$124K Sell
2017
Q3
$150K Sell
2017
Q2
$153K Buy
2017
Q1
$95K Buy
2016
Q4
$61K Buy