Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$238K Sell
2025
Q2
$268K Sell
2025
Q1
$291K Sell
2024
Q4
$307K Sell
2024
Q3
$382K Sell
2024
Q2
$378K Buy
2024
Q1
$307K Buy
2023
Q1
Sell
2022
Q4
$385K Sell
2022
Q3
$399K Buy
2019
Q1
Sell
2018
Q4
$224K Hold
2018
Q3
$240K Buy