Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$395K Buy
2025
Q1
Sell
2024
Q4
$247K Buy
2024
Q2
Sell
2024
Q1
$325K Sell
2023
Q4
$262K Buy
2019
Q1
Sell
2018
Q4
$16K Buy
2018
Q1
$19K Hold
2017
Q4
$21K Buy