Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$213K Buy
2020
Q2
Sell
2020
Q1
$297K Sell
2019
Q4
$417K Sell
2019
Q3
$745K Sell
2019
Q2
$837K Buy
2019
Q1
$764K Buy
2018
Q4
$692K Buy