Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$237K Buy
2025
Q2
$219K Buy
2025
Q1
Sell
2024
Q4
$203K Hold
2024
Q3
$203K Buy
2024
Q2
Sell
2024
Q1
$321K Buy
2019
Q4
$58K Buy