Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$680K Sell
2025
Q2
$655K Buy
2020
Q4
Sell
2020
Q3
$491K Sell
2020
Q2
$550K Sell
2020
Q1
$680K Buy
2019
Q4
$896K Buy
2019
Q3
$305K Buy