Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$320K Buy
2020
Q4
Sell
2020
Q3
$355K Sell
2020
Q2
$475K Sell
2020
Q1
$540K Buy
2019
Q3
Sell
2019
Q2
$245K Buy