Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$373K Buy
2021
Q1
Sell
2020
Q4
$205K Sell
2020
Q3
$247K Buy
2020
Q2
Sell
2020
Q1
$145K Buy