Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$714K Buy
2022
Q4
Sell
2022
Q3
$6K Hold
2022
Q2
$8K Buy
2022
Q1
$11K Buy
2018
Q1
Sell
2017
Q4
$53K Sell
2017
Q3
$65K Buy
2017
Q2
$62K Buy