Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$227K Sell
2025
Q1
$255K Hold
2024
Q4
$265K Sell
2024
Q3
$333K Sell
2024
Q2
$657K Sell
2024
Q1
$720K Sell
2023
Q4
$663K Buy
2023
Q3
$337K Buy
2023
Q2
$342K Buy
2023
Q1
$164K Buy
2018
Q4
Sell
2018
Q3
$0 Buy
2018
Q2
Sell
2018
Q1
$1K Buy