Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$219K Buy
2020
Q4
Sell
2020
Q3
$211K Buy
2020
Q2
$208K Buy
2020
Q1
Sell
2019
Q4
$221K Sell
2019
Q3
$380K Buy
2019
Q2
$244K Hold
2019
Q1
$250K Buy