Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$218K Sell
2024
Q3
$234K Buy
2020
Q3
Sell
2020
Q2
$214K Sell
2020
Q1
$220K Sell
2019
Q4
$403K Buy
2019
Q3
$340K Buy
2019
Q2
$244K Buy
2018
Q1
Sell
2017
Q4
$304K Buy