Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$214K Buy
2021
Q3
Sell
2021
Q2
$239K Hold
2021
Q1
$232K Buy
2020
Q4
Sell
2020
Q3
$204K Buy
2020
Q2
$216K Sell
2020
Q1
$239K Buy
2019
Q4
$223K Buy