Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$304K Buy
2024
Q4
Sell
2024
Q3
$650K Buy
2023
Q4
Sell
2023
Q3
$362K Buy
2023
Q2
Sell
2023
Q1
$629K Buy
2021
Q3
Sell
2021
Q2
$24K Buy
2021
Q1
Sell
2020
Q4
$303K Buy
2020
Q3
$113K Buy
2020
Q2
$53K Buy