Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$319K Hold
2025
Q2
$208K Buy
2024
Q4
Sell
2024
Q3
$348K Sell
2024
Q2
$536K Sell
2024
Q1
$816K Sell
2023
Q4
$1.07M Sell
2023
Q3
$1.47M Sell
2023
Q2
$1.63M Buy
2018
Q4
Sell
2018
Q3
$268K Hold
2018
Q2
$285K Hold
2018
Q1
$262K Hold
2017
Q4
$274K Hold
2017
Q3
$290K Buy