Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$257K Buy
2022
Q1
Sell
2021
Q4
$254K Hold
2021
Q3
$253K Sell
2021
Q2
$421K Sell
2021
Q1
$546K Sell
2020
Q4
$539K Buy
2020
Q3
$347K Buy
2020
Q1
Sell
2019
Q4
$355K Buy
2019
Q3
$219K Buy