Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$340K Sell
2025
Q1
$278K Hold
2024
Q4
$433K Buy
2022
Q2
Sell
2022
Q1
$206K Sell
2021
Q4
$223K Hold
2021
Q3
$231K Buy