Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$451K Buy
2025
Q2
$316K Buy
2025
Q1
$263K Buy
2024
Q4
$206K Buy
2022
Q4
Sell
2022
Q3
$261K Hold
2022
Q2
$276K Sell
2022
Q1
$384K Hold
2021
Q4
$450K Buy
2017
Q2
Sell
2017
Q1
$41K Buy