Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$317K Buy
2025
Q2
$270K Buy
2025
Q1
$241K Buy
2024
Q4
$203K Buy
2024
Q3
$205K Buy
2022
Q1
Sell
2021
Q4
$334K Sell
2021
Q3
$322K Buy
2021
Q2
$340K Sell
2021
Q1
$460K Buy
2020
Q4
$311K Buy