Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$311K Hold
2025
Q2
$286K Hold
2025
Q1
$335K Hold
2024
Q4
$290K Sell
2024
Q3
$301K Buy
2024
Q2
$313K Hold
2024
Q1
$315K Hold
2023
Q4
$298K Hold
2023
Q3
$337K Hold
2023
Q2
$315K Hold
2023
Q1
$326K Sell
2022
Q4
$485K Sell
2022
Q3
$448K Sell
2022
Q2
$606K Hold
2022
Q1
$682K Buy
2019
Q2
Sell
2019
Q1
$1.27M Sell
2018
Q4
$1.13M Buy
2018
Q3
$1.25M Buy
2018
Q2
$1.26M Sell
2018
Q1
$1.26M Sell
2017
Q4
$1.41M Buy