Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$265K Buy
2024
Q4
$231K Sell
2024
Q3
$416K Sell
2024
Q2
$575K Buy
2020
Q3
Sell
2020
Q2
$13K Buy
2020
Q1
$6K Sell
2019
Q4
$24K Buy