Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$456K Buy
2025
Q2
$451K Buy
2025
Q1
$342K Buy
2024
Q4
$303K Buy
2024
Q3
Sell
2024
Q2
$203K Buy
2020
Q3
Sell
2020
Q2
$345K Sell
2020
Q1
$254K Buy
2019
Q4
$470K Buy