Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$212K Buy
2020
Q4
Sell
2020
Q3
$254K Hold
2020
Q2
$219K Buy
2020
Q1
Sell
2019
Q4
$241K Sell
2019
Q3
$270K Buy