Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$244K Buy
2022
Q1
Sell
2021
Q4
$235K Sell
2021
Q3
$383K Sell
2021
Q2
$331K Buy
2021
Q1
Sell
2020
Q4
$252K Buy