Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$491K Sell
2025
Q2
$459K Buy
2025
Q1
$362K Buy
2024
Q4
Sell
2024
Q3
$61.5K Hold
2024
Q2
$46.5K Hold
2024
Q1
$41.3K Sell
2023
Q4
$80.8K Buy
2021
Q1
Sell
2020
Q4
$773K Buy
2020
Q3
$468K Buy