Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$252K Buy
2025
Q2
$84K Buy
2025
Q1
$45K Buy
2024
Q4
$32K Buy
2024
Q3
$8K Buy
2023
Q1
Sell
2022
Q4
$188K Buy
2020
Q3
$140K Hold
2020
Q2
$120K Hold
2020
Q1
$107K Sell
2019
Q4
$177K Buy