Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$230K Buy
2024
Q3
Sell
2024
Q2
$147K Buy
2022
Q2
Sell
2022
Q1
$103K Buy
2018
Q2
Sell
2018
Q1
$10K Sell
2017
Q4
$42K Buy