Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$576K Sell
2025
Q2
$796K Buy
2024
Q4
Sell
2024
Q3
$551K Buy
2022
Q3
Sell
2022
Q2
$2.26K Buy
2022
Q1
Sell
2021
Q4
$245K Buy
2021
Q3
Sell
2021
Q2
$2.18K Buy
2021
Q1
Sell
2020
Q4
$1.18M Buy