Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$325K Sell
2025
Q2
$346K Buy
2020
Q1
Sell
2019
Q4
$295K Sell
2019
Q3
$308K Sell
2019
Q2
$337K Sell
2019
Q1
$306K Buy
2018
Q4
$247K Buy
2018
Q3
$214K Buy