Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$437K Sell
2025
Q2
$427K Sell
2025
Q1
$430K Sell
2024
Q4
$413K Sell
2024
Q3
$422K Sell
2024
Q2
$379K Sell
2024
Q1
$407K Sell
2023
Q4
$461K Buy
2023
Q3
$218K Buy
2018
Q2
Sell
2018
Q1
$210K Buy
2017
Q4
$245K Sell
2017
Q3
$283K Hold
2017
Q2
$270K Sell
2017
Q1
$301K Buy