Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$180K Buy
2025
Q2
$87.5K Sell
2025
Q1
$212K Buy
2024
Q4
$26K Buy
2024
Q3
$34.9K Buy
2023
Q4
Sell
2023
Q3
$12.9K Hold
2023
Q2
$15.5K Hold
2023
Q1
$15.2K Buy
2018
Q1
Sell
2017
Q4
$8K Buy