Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$226K Buy
2025
Q2
$202K Buy
2024
Q2
Sell
2024
Q1
$293K Sell
2023
Q4
$347K Sell
2023
Q3
$262K Sell
2023
Q2
$373K Sell
2023
Q1
$324K Buy
2022
Q4
$285K Buy
2022
Q3
$241 Buy
2022
Q2
$215K Buy
2019
Q1
Sell
2018
Q4
$12K Buy
2018
Q1
$26K Hold
2017
Q4
$26K Buy