Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$416K Buy
2025
Q2
$349K Sell
2025
Q1
$523K Buy
2024
Q4
$482K Buy
2024
Q3
$301K Sell
2024
Q2
$283K Sell
2024
Q1
$410K Buy
2023
Q4
$364K Sell
2023
Q3
$354K Sell
2023
Q2
$405K Sell
2023
Q1
$383K Buy
2022
Q4
$243K Buy
2019
Q1
Sell
2018
Q4
$10K Sell
2018
Q3
$345K Buy
2018
Q1
$300K Sell
2017
Q4
$379K Buy