Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$546K Buy
2025
Q2
$316K Buy
2024
Q2
Sell
2024
Q1
$48K Buy
2023
Q4
$13K Buy
2020
Q2
Sell
2020
Q1
$152K Sell
2019
Q4
$511K Hold
2019
Q3
$531K Sell
2019
Q2
$443K Buy