Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$204K Buy
2024
Q3
Sell
2024
Q2
$437K Buy
2022
Q1
Sell
2021
Q4
$1.03M Buy
2019
Q1
Sell
2018
Q4
$270K Sell
2018
Q3
$310K Buy