Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$287K Buy
2025
Q2
$319K Sell
2025
Q1
$285K Sell
2024
Q4
$279K Buy
2024
Q3
$247K Buy
2020
Q4
Sell
2020
Q3
$434K Sell
2020
Q2
$406K Sell
2020
Q1
$395K Sell
2019
Q4
$481K Buy