Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$340K Buy
2025
Q1
$270K Buy
2019
Q4
Sell
2019
Q3
$14K Hold
2019
Q2
$15K Hold
2019
Q1
$16K Buy
2018
Q3
$123K Buy