Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$452K Buy
2025
Q2
$315K Buy
2023
Q4
Sell
2023
Q3
$220K Buy
2022
Q4
Sell
2022
Q3
$34K Sell
2022
Q2
$64K Sell
2022
Q1
$128K Buy
2021
Q4
$136K Sell
2021
Q3
$134K Hold
2021
Q2
$182K Buy
2021
Q1
$173K Sell
2020
Q4
$191K Buy
2020
Q3
$131K Sell
2020
Q2
$624K Sell
2020
Q1
$577K Sell
2019
Q4
$891K Sell
2019
Q3
$970K Buy