Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$419K Sell
2025
Q2
$352K Sell
2025
Q1
$262K Sell
2024
Q4
$317K Buy
2024
Q3
$224K Sell
2024
Q2
$253K Sell
2024
Q1
$249K Sell
2023
Q4
$202K Buy
2021
Q1
Sell
2020
Q4
$23K Buy