Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$19.7K Buy
2023
Q1
Sell
2022
Q4
$320K Buy
2022
Q3
Sell
2022
Q2
$594K Sell
2022
Q1
$259K Sell
2021
Q4
$401K Sell
2021
Q3
$684K Sell
2021
Q2
$923K Buy
2021
Q1
$834K Buy