Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$331K Sell
2025
Q1
$373K Sell
2024
Q4
$490K Sell
2024
Q3
$267K Sell
2024
Q2
$255K Sell
2024
Q1
$255K Sell
2023
Q4
$229K Buy
2021
Q2
Sell
2021
Q1
$28K Buy
2019
Q4
Sell
2019
Q3
$5K Buy