Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$269K Buy
2023
Q1
Sell
2022
Q4
$391K Buy
2021
Q1
Sell
2020
Q4
$516K Sell
2020
Q3
$481K Buy
2020
Q2
$357K Buy
2020
Q1
$261K Buy
2019
Q4
$43K Buy