Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$346K Sell
2025
Q2
$266K Sell
2025
Q1
$275K Sell
2024
Q4
$457K Sell
2024
Q3
$319K Sell
2024
Q2
$255K Sell
2024
Q1
$249K Buy
2022
Q2
Sell
2022
Q1
$318K Hold
2021
Q4
$312K Sell
2021
Q3
$332K Buy
2021
Q1
$286K Buy