Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$213K Sell
2025
Q1
$325K Buy
2020
Q2
Sell
2020
Q1
$66K Sell
2019
Q4
$215K Buy
2019
Q3
$186K Sell
2019
Q2
$257K Buy
2019
Q1
$189K Buy