Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$434K Sell
2025
Q2
$604K Buy
2022
Q4
Sell
2022
Q3
$80K Sell
2022
Q2
$93K Sell
2022
Q1
$243K Buy
2021
Q4
$208K Sell
2021
Q3
$212K Sell
2021
Q2
$187K Buy
2021
Q1
$7K Buy
2020
Q4
$3K Hold
2020
Q3
$3K Hold
2020
Q2
$3K Buy