Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$226K Buy
2024
Q1
Sell
2023
Q4
$339K Sell
2023
Q3
$355K Buy
2023
Q2
$409K Buy
2020
Q1
Sell
2019
Q4
$250K Sell
2019
Q3
$258K Sell
2019
Q2
$278K Buy
2019
Q1
$226K Buy