Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$231K Buy
2024
Q4
Sell
2024
Q3
$250K Hold
2024
Q2
$309K Hold
2024
Q1
$303K Hold
2023
Q4
$230K Sell
2023
Q3
$278K Hold
2023
Q2
$276K Hold
2023
Q1
$216K Buy
2019
Q1
Sell
2018
Q4
$434K Sell
2018
Q3
$701K Buy