Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$257K Buy
2023
Q3
Sell
2023
Q2
$269K Buy
2023
Q1
Sell
2022
Q4
$261K Buy
2022
Q3
Sell
2022
Q2
$261K Sell
2022
Q1
$253K Hold
2021
Q4
$280K Buy
2021
Q3
$257K Buy
2020
Q2
Sell
2020
Q1
$5K Buy