Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$427K Buy
2025
Q2
$210K Buy
2025
Q1
$224K Sell
2024
Q4
$323K Buy
2024
Q1
Sell
2023
Q4
$209K Buy
2023
Q3
$235K Buy
2019
Q1
Sell
2018
Q4
$27K Buy