Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$276K Buy
2025
Q1
$272K Sell
2024
Q4
$261K Hold
2024
Q3
$285K Sell
2024
Q2
$347K Buy
2023
Q3
Sell
2023
Q2
$357K Buy
2020
Q3
Sell
2020
Q2
$5K Sell
2020
Q1
$30K Buy
2019
Q4
$26K Buy