Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$285K Sell
2025
Q2
$274K Sell
2025
Q1
$293K Buy
2020
Q3
Sell
2020
Q2
$1.86M Buy
2020
Q1
$1.41M Sell
2019
Q4
$1.94M Sell
2019
Q3
$1.97M Buy