Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$657K Hold
2025
Q1
$652K Buy
2020
Q1
Sell
2019
Q4
$29K Hold
2019
Q3
$26K Hold
2019
Q2
$27K Hold
2019
Q1
$23K Buy