Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$450K Hold
2025
Q2
$368K Hold
2025
Q1
$230K Hold
2024
Q4
$358K Hold
2024
Q3
$365K Sell
2024
Q2
$456K Hold
2024
Q1
$378K Hold
2023
Q4
$244K Hold
2023
Q3
$220K Buy
2021
Q4
Sell
2021
Q3
$332K Hold
2021
Q2
$318K Hold
2021
Q1
$281K Buy
2020
Q4
Sell
2020
Q3
$216K Buy
2017
Q2
Sell
2017
Q1
$30.5K Buy