Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$272K Sell
2025
Q2
$267K Buy
2025
Q1
$219K Sell
2024
Q4
$250K Hold
2024
Q3
$233K Sell
2024
Q2
$212K Sell
2024
Q1
$508K Sell
2023
Q4
$483K Buy
2023
Q3
$299K Buy
2018
Q3
Sell
2018
Q2
$218K Sell
2018
Q1
$291K Buy
2017
Q4
$239K Sell
2017
Q3
$272K Hold
2017
Q2
$244K Hold
2017
Q1
$210K Buy