Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$230K Sell
2025
Q1
$234K Sell
2024
Q4
$390K Buy
2019
Q1
Sell
2018
Q4
$5K Buy
2018
Q1
$2K Hold
2017
Q4
$2K Buy