Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$370K Sell
2025
Q2
$289K Buy
2025
Q1
Sell
2024
Q4
$220K Hold
2024
Q3
$225K Buy
2020
Q3
Sell
2020
Q2
$22K Buy
2020
Q1
Sell
2019
Q4
$21 Buy