Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$410K Buy
2024
Q4
Sell
2024
Q3
$223K Sell
2024
Q2
$213K Sell
2024
Q1
$256K Buy
2023
Q4
$293K Buy
2018
Q4
Sell
2018
Q3
$3K Buy