Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$356K Buy
2022
Q3
Sell
2022
Q2
$216K Buy
2022
Q1
$238K Buy
2021
Q4
$279K Sell
2021
Q3
$273K Sell
2021
Q2
$256K Buy
2021
Q1
$209K Sell
2020
Q4
$195K Sell
2020
Q3
$207K Buy