Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$248K Sell
2025
Q2
$254K Buy
2024
Q4
Sell
2024
Q3
$228K Hold
2024
Q2
$209K Buy
2023
Q1
Sell
2022
Q4
$106K Buy
2019
Q2
Sell
2019
Q1
$25K Buy
2018
Q4
Sell
2018
Q3
$104K Sell
2018
Q2
$98K Sell
2018
Q1
$90K Sell
2017
Q4
$83K Buy