Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$114K Buy
2025
Q2
$120K Buy
2025
Q1
$74.9K Buy
2020
Q4
Sell
2020
Q3
$424K Hold
2020
Q2
$477K Buy
2020
Q1
$277K Buy
2019
Q4
$331K Buy