Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$320K Hold
2025
Q2
$275K Buy
2024
Q4
Sell
2024
Q3
$208K Hold
2024
Q2
$235K Buy
2018
Q3
Sell
2018
Q2
$59K Sell
2018
Q1
$69K Buy