Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$260K Buy
2025
Q2
$217K Sell
2025
Q1
$296K Buy
2024
Q4
$214K Sell
2024
Q3
$243K Sell
2024
Q2
$271K Buy
2024
Q1
$223K Sell
2023
Q4
$340K Buy
2023
Q3
$284K Sell
2023
Q2
$351K Buy
2023
Q1
$299K Sell
2022
Q4
$276K Buy
2021
Q1
Sell
2020
Q4
$62K Buy
2017
Q2
Sell
2017
Q1
$11K Buy
2016
Q4
$7K Buy