Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$283K Hold
2025
Q2
$296K Hold
2025
Q1
$250K Hold
2024
Q4
$221K Sell
2024
Q3
$224K Buy
2019
Q4
Sell
2019
Q3
$12K Buy