Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$85.5K Buy
2023
Q4
Sell
2023
Q3
$640K Buy
2020
Q2
Sell
2020
Q1
$15K Buy
2018
Q1
Sell
2017
Q4
$30K Buy