Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$263K Sell
2025
Q2
$264K Buy
2025
Q1
$290K Buy
2024
Q4
$231K Buy
2024
Q3
$264K Sell
2024
Q2
$258K Sell
2024
Q1
$241K Buy
2023
Q4
$231K Sell
2023
Q3
$225K Buy
2022
Q2
Sell
2022
Q1
$185K Buy
2018
Q2
Sell
2018
Q1
$71K Buy
2017
Q4
$74K Buy