Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$295K Buy
2023
Q2
Sell
2023
Q1
$251K Hold
2022
Q4
$242K Sell
2022
Q3
$216K Sell
2022
Q2
$307K Hold
2022
Q1
$408K Sell
2021
Q4
$328K Sell
2021
Q3
$295K Sell
2021
Q2
$426K Buy
2021
Q1
$381K Buy
2020
Q4
$309K Buy
2020
Q3
$301K Buy