Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$229K Buy
2020
Q1
Sell
2019
Q4
$365K Sell
2019
Q3
$525K Sell
2019
Q2
$1.29M Buy
2019
Q1
$821K Buy
2018
Q4
$389K Sell
2018
Q3
$937K Sell
2018
Q2
$1.94M Buy