Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$215K Buy
2024
Q1
Sell
2023
Q4
$234K Buy
2022
Q1
Sell
2021
Q4
$180K Buy
2021
Q2
Sell
2021
Q1
$411K Buy