Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$255K Buy
2025
Q2
$249K Buy
2025
Q1
$258K Sell
2024
Q4
$266K Buy
2024
Q3
$278K Buy
2020
Q2
Sell
2020
Q1
$204K Sell
2019
Q4
$306K Buy