Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$460K Sell
2025
Q2
$562K Sell
2025
Q1
$554K Buy
2024
Q4
$461K Buy
2024
Q3
$354K Buy
2024
Q2
$243K Buy
2019
Q3
Sell
2019
Q2
$312K Hold
2019
Q1
$374K Sell
2018
Q4
$349K Buy
2018
Q3
$379K Hold
2018
Q2
$354K Hold
2018
Q1
$395K Sell
2017
Q4
$433K Buy