Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$206K Buy
2024
Q3
Sell
2024
Q2
$781K Buy
2020
Q2
Sell
2020
Q1
$27K Sell
2019
Q4
$54K Sell
2019
Q3
$99K Hold
2019
Q2
$104K Buy