Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$335K Sell
2025
Q2
$278K Sell
2025
Q1
$264K Sell
2024
Q4
$261K Buy
2022
Q2
Sell
2022
Q1
$341K Sell
2021
Q4
$405K Sell
2021
Q3
$446K Hold
2021
Q2
$449K Sell
2021
Q1
$463K Buy