Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$327K Buy
2025
Q1
Sell
2024
Q4
$215K Buy
2018
Q4
Sell
2018
Q3
$7K Buy
2018
Q2
Sell
2018
Q1
$9K Sell
2017
Q4
$13K Buy