Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$172K Buy
2025
Q2
$141K Buy
2025
Q1
$127K Buy
2024
Q4
$100K Buy
2022
Q1
Sell
2021
Q4
$239K Sell
2021
Q3
$182K Buy
2021
Q2
$175K Sell
2021
Q1
$154K Sell
2020
Q4
$128K Buy
2020
Q3
$83K Sell
2020
Q2
$79K Sell
2020
Q1
$66K Buy