Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$329K Buy
2025
Q2
$261K Buy
2025
Q1
$213K Sell
2024
Q4
$228K Buy
2024
Q3
$239K Hold
2024
Q2
$214K Buy
2020
Q2
Sell
2020
Q1
$48.5K Buy
2019
Q4
Sell
2019
Q3
$248 Buy