Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$454K Buy
2025
Q2
$589K Buy
2025
Q1
$458K Hold
2024
Q4
$522K Sell
2024
Q3
$460K Sell
2024
Q2
$1.85M Buy
2024
Q1
$470K Buy
2018
Q4
Sell
2018
Q3
$6K Buy
2018
Q2
Sell
2018
Q1
$3K Buy