Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$324K Sell
2025
Q2
$325K Hold
2025
Q1
$299K Sell
2024
Q4
$261K Sell
2024
Q3
$308K Sell
2024
Q2
$393K Sell
2024
Q1
$375K Hold
2023
Q4
$323K Sell
2023
Q3
$312K Buy
2015
Q2
Sell
2015
Q1
$207K Buy