Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$287K Buy
2025
Q2
$243K Buy
2025
Q1
$213K Buy
2024
Q4
$247K Sell
2024
Q3
$480K Sell
2024
Q2
$481K Buy
2024
Q1
$500K Sell
2023
Q4
$582K Buy
2023
Q3
$551K Buy
2023
Q2
$510K Buy
2019
Q1
Sell
2018
Q4
$6K Buy
2018
Q1
$5K Hold
2017
Q4
$6K Buy