Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$223K Buy
2022
Q2
Sell
2022
Q1
$192K Sell
2021
Q4
$240K Buy
2021
Q3
$261K Sell
2021
Q2
$319K Buy
2021
Q1
$307K Sell
2020
Q4
$264K Buy