Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$227K Sell
2024
Q3
$385K Sell
2024
Q2
$366K Sell
2024
Q1
$433K Buy
2023
Q4
$388K Buy
2023
Q3
$372K Buy
2023
Q2
$360K Buy
2023
Q1
$340K Buy
2022
Q4
$157K Sell
2022
Q3
$231K Buy
2022
Q2
$259K Buy
2018
Q4
Sell
2018
Q3
$84K Buy
2018
Q2
$55K Buy
2018
Q1
$40K Buy