Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$254K Buy
2025
Q1
$235K Buy
2024
Q4
Sell
2024
Q3
$214K Sell
2024
Q2
$265K Buy
2020
Q1
Sell
2019
Q4
$403K Hold
2019
Q3
$358K Buy
2019
Q2
$286K Sell
2019
Q1
$331K Sell
2018
Q4
$374K Buy
2018
Q3
$375K Sell
2018
Q2
$403K Sell
2018
Q1
$341K Sell
2017
Q4
$394K Buy
2017
Q3
$280K Sell
2017
Q2
$645K Buy