Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$261K Hold
2025
Q2
$273K Sell
2025
Q1
$236K Sell
2024
Q4
$214K Buy
2022
Q3
Sell
2022
Q2
$259K Hold
2022
Q1
$238K Sell
2021
Q4
$256K Buy
2021
Q1
$342K Sell
2020
Q4
$291K Sell
2020
Q3
$401K Sell
2020
Q2
$446K Sell
2020
Q1
$435K Hold
2019
Q4
$569K Buy
2018
Q3
Sell
2018
Q2
$179K Sell
2018
Q1
$207K Sell
2017
Q4
$226K Buy