Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$224K Buy
2023
Q4
Sell
2023
Q3
$507K Buy
2023
Q2
$431K Buy
2023
Q1
Sell
2022
Q4
$333K Buy
2021
Q1
Sell
2020
Q4
$1.52M Buy
2020
Q3
Sell
2020
Q2
$640K Buy