Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$206K Hold
2025
Q1
$229K Hold
2024
Q4
$270K Buy
2020
Q1
Sell
2019
Q4
$122K Buy
2019
Q2
Sell
2019
Q1
$122K Buy
2018
Q4
$138K Buy