Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$398K Sell
2025
Q1
$646K Sell
2024
Q4
$791K Sell
2024
Q3
$792K Buy
2024
Q2
$239K Sell
2024
Q1
$559K Sell
2023
Q4
$764K Buy
2023
Q3
$438K Sell
2023
Q2
$662K Buy
2023
Q1
$200K Buy
2019
Q3
Sell
2019
Q2
$299K Buy
2019
Q1
Sell
2018
Q4
$115K Hold
2018
Q3
$198K Buy