Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$280K Buy
2025
Q2
$289K Sell
2025
Q1
$271K Hold
2024
Q4
$249K Buy
2024
Q3
$225K Buy
2018
Q4
Sell
2018
Q3
$28K Sell
2018
Q2
$28K Sell
2018
Q1
$30K Buy