Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$301K Buy
2025
Q2
$249K Sell
2025
Q1
$248K Buy
2019
Q1
Sell
2018
Q4
$9K Buy
2018
Q1
$93K Buy
2017
Q4
$101K Buy