Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$230K Buy
2025
Q1
Sell
2024
Q4
$216K Sell
2024
Q3
$236K Sell
2024
Q2
$299K Sell
2024
Q1
$278K Buy
2021
Q4
Sell
2021
Q3
$298K Sell
2021
Q2
$288K Hold
2021
Q1
$255K Sell
2020
Q4
$224K Sell
2020
Q3
$208K Buy
2018
Q4
Sell
2018
Q3
$346K Sell
2018
Q2
$305K Buy
2018
Q1
$261K Buy
2017
Q4
$221K Hold
2017
Q3
$210K Buy