Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$263K Sell
2025
Q2
$265K Buy
2025
Q1
Sell
2024
Q4
$399K Buy
2023
Q4
Sell
2023
Q3
$203K Buy
2019
Q1
Sell
2018
Q4
$1K Buy
2018
Q1
$2K Sell
2017
Q4
$2K Buy