Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$750K Buy
2020
Q1
Sell
2019
Q4
$436K Sell
2019
Q3
$419K Sell
2019
Q2
$483K Hold
2019
Q1
$503K Buy