Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$400K Buy
2025
Q2
$378K Buy
2025
Q1
$319K Sell
2024
Q4
$517K Buy
2024
Q3
$504K Buy
2024
Q2
$417K Buy
2024
Q1
$446K Sell
2023
Q4
$584K Buy
2023
Q3
$512K Sell
2023
Q2
$695K Buy
2023
Q1
$334K Buy
2018
Q4
Sell
2018
Q3
$87K Sell
2018
Q2
$77K Hold
2018
Q1
$76K Buy