Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$207K Sell
2025
Q2
$219K Buy
2024
Q3
Sell
2024
Q2
$299K Sell
2024
Q1
$276K Buy
2018
Q4
Sell
2018
Q3
$29K Hold
2018
Q2
$22K Hold
2018
Q1
$23K Buy