Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$219K Hold
2025
Q2
$245K Sell
2025
Q1
$201K Buy
2019
Q2
Sell
2019
Q1
$99K Buy
2018
Q4
$43K Buy
2018
Q3
$56K Hold
2018
Q2
$58K Buy