Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$311K Hold
2025
Q2
$323K Hold
2025
Q1
$326K Hold
2024
Q4
$292K Hold
2024
Q3
$238K Hold
2024
Q2
$204K Hold
2024
Q1
$215K Buy
2018
Q1
Sell
2017
Q4
$219K Hold
2017
Q3
$204K Buy