Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$373K Buy
2024
Q3
Sell
2024
Q2
$241K Buy
2018
Q4
Sell
2018
Q3
$94K Hold
2018
Q2
$83K Buy
2018
Q1
$63K Buy