Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$208K Buy
2022
Q2
Sell
2022
Q1
$589K Hold
2021
Q4
$810K Sell
2021
Q3
$646K Hold
2021
Q2
$685K Buy
2021
Q1
Sell
2020
Q4
$644K Buy