Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$104K Buy
2023
Q4
Sell
2023
Q3
$196K Buy
2022
Q1
Sell
2021
Q4
$365K Buy
2021
Q3
Sell
2021
Q2
$160K Sell
2021
Q1
$392K Buy
2020
Q4
$150K Buy