Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$206K Buy
2020
Q4
Sell
2020
Q3
$335K Buy
2020
Q2
$267K Buy
2020
Q1
$241K Buy
2019
Q4
$266K Buy
2019
Q3
$225K Sell
2019
Q2
$396K Buy
2019
Q1
$409K Buy