Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$244K Sell
2025
Q2
$287K Buy
2025
Q1
Sell
2024
Q4
$371K Buy
2022
Q1
Sell
2021
Q4
$518K Buy
2021
Q3
$213K Sell
2021
Q2
$581K Buy
2021
Q1
Sell
2020
Q4
$242K Buy