Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$277K Sell
2025
Q2
$505K Buy
2022
Q2
Sell
2022
Q1
$262K Buy
2021
Q4
$267K Sell
2021
Q3
$234K Sell
2021
Q2
$302K Buy
2021
Q1
$257K Buy
2020
Q4
$231K Hold
2020
Q3
$205K Buy
2020
Q2
Sell
2020
Q1
$216K Sell
2019
Q4
$266K Sell
2019
Q3
$258K Buy