Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$428K Buy
2021
Q3
Sell
2021
Q2
$1.02M Buy
2020
Q2
Sell
2020
Q1
$350K Buy
2019
Q4
$476K Buy
2019
Q3
Sell
2019
Q2
$205K Buy