Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$308K Buy
2025
Q1
Sell
2024
Q4
$371K Buy
2021
Q2
$355K Sell
2021
Q1
$411K Buy
2020
Q4
$347K Hold
2020
Q3
$416K Buy
2020
Q2
$237K Sell
2020
Q1
$227K Buy