Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$452K Buy
2025
Q2
$361K Sell
2025
Q1
$384K Buy
2024
Q4
$299K Sell
2024
Q3
$355K Sell
2024
Q2
$320K Buy
2024
Q1
$292K Buy
2014
Q3
Sell
2014
Q2
$204K Buy