Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$331K Sell
2025
Q2
$389K Buy
2025
Q1
$270K Buy
2024
Q4
$223K Buy
2024
Q3
$260K Sell
2024
Q2
$253K Buy
2024
Q1
$213K Buy
2023
Q4
$208K Buy
2023
Q3
Sell
2023
Q2
$353K Buy
2018
Q4
Sell
2018
Q3
$73K Hold
2018
Q2
$65K Buy
2018
Q1
$55K Buy