Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$236K Buy
2025
Q2
$250K Buy
2025
Q1
$235K Buy
2020
Q4
Sell
2020
Q3
$149K Buy
2020
Q2
Sell
2020
Q1
$146K Buy
2019
Q4
$121K Sell
2019
Q3
$105K Buy
2019
Q2
Sell
2019
Q1
$108K Buy