Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$297K Sell
2025
Q2
$492K Buy
2025
Q1
$426K Sell
2024
Q4
$521K Buy
2024
Q3
$452K Sell
2024
Q2
$424K Buy
2019
Q1
Sell
2018
Q4
$22K Buy
2018
Q1
$41K Hold
2017
Q4
$36K Buy