Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$379K Hold
2025
Q2
$394K Hold
2025
Q1
$389K Hold
2024
Q4
$351K Buy
2024
Q3
$259K Buy
2021
Q3
Sell
2021
Q2
$504K Buy
2019
Q3
Sell
2019
Q2
$209K Buy