Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$228K Buy
2025
Q2
$215K Sell
2025
Q1
$246K Buy
2019
Q2
Sell
2019
Q1
$104K Hold
2018
Q4
$95K Hold
2018
Q3
$105K Hold
2018
Q2
$98K Buy
2018
Q1
$109K Buy