Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$406K Sell
2025
Q2
$467K Buy
2019
Q4
Sell
2019
Q3
$241K Buy
2019
Q2
$256K Buy
2019
Q1
$262K Buy
2018
Q4
$130K Buy
2018
Q1
$8K Hold
2017
Q4
$8K Buy