Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$213K Sell
2025
Q1
$256K Sell
2024
Q4
$434K Buy
2024
Q3
$441K Sell
2024
Q2
$493K Sell
2024
Q1
$536K Sell
2023
Q4
$602K Buy
2023
Q3
$231K Buy
2018
Q4
Sell
2018
Q3
$35K Buy
2018
Q2
Sell
2018
Q1
$25K Sell
2017
Q4
$27K Buy