Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$386K Sell
2025
Q2
$492K Buy
2025
Q1
$345K Buy
2024
Q4
$333K Buy
2024
Q3
$323K Buy
2024
Q2
$339K Buy
2024
Q1
$270K Buy
2018
Q4
Sell
2018
Q3
$28K Sell
2018
Q2
$27K Sell
2018
Q1
$60K Buy