Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$345K Sell
2025
Q1
$1.02M Sell
2024
Q4
$1.16M Sell
2024
Q3
$1.51M Buy
2024
Q2
$1.23M Buy
2024
Q1
$1.32M Buy
2019
Q2
Sell
2019
Q1
$12K Sell
2018
Q4
$16K Hold
2018
Q3
$20K Buy
2018
Q2
$9K Buy
2018
Q1
$4K Buy
2017
Q4
$4K Buy