Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$213K Buy
2022
Q1
Sell
2021
Q4
$209K Buy
2021
Q3
Sell
2021
Q2
$436K Buy
2021
Q1
$285K Buy
2020
Q4
$308K Sell
2020
Q3
$302K Sell
2020
Q2
$122K Buy
2019
Q3
Sell
2019
Q2
$30K Buy