Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$235K Buy
2025
Q2
$215K Buy
2024
Q4
Sell
2024
Q3
$369K Buy
2024
Q2
$284K Buy
2023
Q4
Sell
2023
Q3
$281K Buy
2019
Q1
Sell
2018
Q4
$0 Buy
2018
Q1
$1K Hold
2017
Q4
$1K Buy