Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$390K Sell
2025
Q2
$327K Buy
2025
Q1
Sell
2024
Q4
$295K Sell
2024
Q3
$246K Buy
2024
Q1
Sell
2023
Q4
$238K Buy
2023
Q3
$214K Buy
2020
Q2
Sell
2020
Q1
$2K Buy