Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$569K Buy
2025
Q3
$371K Sell
2025
Q2
$489K Buy
2020
Q1
Sell
2019
Q4
$125K Hold
2019
Q3
$113K Sell
2019
Q2
$638K Buy