Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$267K Buy
2025
Q1
Sell
2024
Q4
$318K Sell
2024
Q3
$538K Buy
2024
Q2
$487K Buy
2024
Q1
$265K Buy
2023
Q4
$241K Buy
2023
Q3
Sell
2023
Q2
$272K Buy
2022
Q4
Sell
2022
Q3
$240 Sell
2022
Q2
$321K Buy
2022
Q1
$306K Buy
2021
Q4
$277K Buy
2019
Q1
Sell
2018
Q4
$159K Buy
2018
Q1
$134K Sell
2017
Q4
$156K Buy