Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$224K Buy
2025
Q1
Sell
2024
Q4
$305K Sell
2024
Q3
$400K Sell
2024
Q2
$339K Sell
2024
Q1
$412K Sell
2023
Q4
$513K Sell
2023
Q3
$421K Buy
2023
Q2
$421K Sell
2023
Q1
$478K Sell
2022
Q4
$576K Buy
2022
Q3
$463K Buy
2017
Q4
Sell
2017
Q3
$234K Buy
2017
Q2
$228K Buy