Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$350K Sell
2025
Q1
$450K Hold
2024
Q4
$613K Sell
2024
Q3
$654K Sell
2024
Q2
$614K Buy
2024
Q1
$703K Sell
2023
Q4
$702K Sell
2023
Q3
$599K Hold
2023
Q2
$684K Sell
2023
Q1
$543K Sell
2022
Q4
$654K Sell
2022
Q3
$614K Buy
2018
Q4
Hold
2018
Q3
Sell
2018
Q2
$180K Buy