Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$131K Sell
2025
Q2
$150K Sell
2025
Q1
$146K Buy
2024
Q4
$149K Buy
2024
Q3
$135K Buy
2024
Q2
$95.8K Buy
2017
Q2
Sell
2017
Q1
$473K Buy