Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$409K Buy
2025
Q2
$304K Sell
2025
Q1
$350K Buy
2019
Q1
Sell
2018
Q4
$9K Buy
2018
Q1
$7K Hold
2017
Q4
$7K Buy