Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$320K Buy
2020
Q1
Sell
2019
Q4
$156K Buy
2019
Q3
Sell
2019
Q2
$153K Buy
2019
Q1
$140K Sell
2018
Q4
$356K Buy
2018
Q3
$509K Buy
2018
Q2
$239K Buy