Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$211K Hold
2025
Q2
$200K Buy
2025
Q1
Sell
2024
Q4
$218K Buy
2022
Q3
Sell
2022
Q2
$291K Buy
2022
Q1
$268K Buy
2021
Q4
$289K Hold
2021
Q3
$411K Sell
2021
Q2
$618K Buy
2021
Q1
$432K Sell
2020
Q4
$545K Sell
2020
Q3
$786K Buy
2020
Q2
$401K Buy