Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$348K Buy
2024
Q3
Sell
2024
Q2
$239K Buy
2024
Q1
$246K Sell
2023
Q4
$258K Sell
2023
Q3
$257K Hold
2023
Q2
$218K Buy
2021
Q4
Sell
2021
Q3
$309K Sell
2021
Q2
$324K Hold
2021
Q1
$292K Sell
2020
Q4
$782K Buy