Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$410K Buy
2025
Q2
$298K Buy
2025
Q1
$248K Buy
2020
Q4
Sell
2020
Q3
$29K Buy
2020
Q2
Sell
2020
Q1
$27.9K Hold
2019
Q4
$35.5K Sell
2019
Q3
$38.1K Buy
2019
Q2
Sell
2019
Q1
$38.1K Buy