Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.55M Buy
2020
Q3
Sell
2020
Q2
$169K Sell
2020
Q1
$217K Hold
2019
Q4
$273K Hold
2019
Q3
$232K Hold
2019
Q2
$192K Buy