Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$375K Buy
2025
Q2
$293K Sell
2025
Q1
$346K Buy
2024
Q4
$286K Sell
2024
Q3
$321K Buy
2024
Q2
$264K Buy
2024
Q1
$269K Sell
2023
Q4
$244K Buy
2021
Q1
Sell
2020
Q4
$7K Buy