Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$255K Buy
2025
Q2
$250K Buy
2025
Q1
$214K Buy
2024
Q4
Sell
2024
Q3
$320K Buy
2024
Q2
$285K Buy
2019
Q3
Sell
2019
Q2
$31K Buy