Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$282K Buy
2023
Q3
Sell
2023
Q2
$417K Buy
2023
Q1
$336K Buy
2022
Q4
Sell
2022
Q3
$526K Buy
2020
Q4
Sell
2020
Q3
$41K Sell
2020
Q2
$56K Sell
2020
Q1
$497K Buy