Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$104K Buy
2024
Q1
Sell
2023
Q4
$447K Hold
2023
Q3
$343K Sell
2023
Q2
$364K Sell
2023
Q1
$684K Buy
2022
Q4
$466K Sell
2022
Q3
$364K Buy
2022
Q2
$382K Buy
2022
Q1
$383K Buy
2021
Q4
$437K Sell
2021
Q3
$443K Sell
2021
Q2
$472K Sell
2021
Q1
$480K Buy
2020
Q4
$409K Buy