Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$448K Buy
2025
Q1
$202K Buy
2023
Q3
Sell
2023
Q2
$375K Sell
2023
Q1
$370K Buy
2017
Q3
Hold
2017
Q2
Hold
2017
Q1
Hold