Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$180K Sell
2025
Q2
$154K Buy
2021
Q3
Sell
2021
Q2
$248K Hold
2021
Q1
$227K Hold
2020
Q4
$311K Sell
2020
Q3
$3.49M Buy