Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Hold
2025
Q2
Hold
2024
Q2
Sell
2024
Q1
$446K Buy
2021
Q4
Sell
2021
Q3
$212K Buy
2021
Q2
Sell
2021
Q1
$276K Buy
2020
Q4
Sell
2020
Q3
$724K Buy
2020
Q2
$311K Buy
2019
Q3
Sell
2019
Q2
$465K Buy