Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$146K Buy
2022
Q2
Sell
2022
Q1
$236K Sell
2021
Q4
$272K Buy
2021
Q3
$279K Sell
2021
Q2
$342K Buy
2021
Q1
$332K Sell
2020
Q4
$369K Buy
2020
Q3
$312K Buy
2020
Q2
$332K Sell
2020
Q1
$304K Sell
2019
Q4
$351K Buy