Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$312K Sell
2025
Q1
$366K Buy
2021
Q2
Sell
2021
Q1
$726K Sell
2020
Q4
$479K Sell
2020
Q3
$404K Buy
2020
Q2
$497K Buy
2020
Q1
$194K Buy
2019
Q4
$66K Sell
2019
Q3
$64K Buy