Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$320K Sell
2025
Q2
$264K Buy
2022
Q4
Sell
2022
Q3
$53K Buy
2022
Q2
$10K Buy
2022
Q1
$12K Buy
2021
Q4
$4K Hold
2021
Q3
$3K Sell
2021
Q2
$5K Sell
2021
Q1
$5K Buy
2020
Q4
$1K Buy