Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$238K Hold
2025
Q2
$183K Hold
2025
Q1
$182K Hold
2024
Q4
$183K Hold
2024
Q3
$194K Buy
2023
Q3
Sell
2023
Q2
$339K Hold
2023
Q1
$518K Buy
2017
Q3
Sell
2017
Q2
$528K Buy