Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$595K Sell
2025
Q2
$655K Sell
2025
Q1
$590K Sell
2024
Q4
$567K Sell
2024
Q3
$533K Sell
2024
Q2
$499K Buy
2024
Q1
$429K Buy
2023
Q4
$408K Buy
2021
Q4
Sell
2021
Q3
$457K Hold
2021
Q2
$445K Buy
2019
Q2
Sell
2019
Q1
$201K Buy
2018
Q4
$160K Buy
2018
Q3
$159K Sell
2018
Q2
$146K Hold
2018
Q1
$146K Buy