Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$219K Buy
2022
Q3
Sell
2022
Q2
$228K Sell
2022
Q1
$349K Sell
2021
Q4
$454K Buy
2021
Q3
$425K Sell
2021
Q2
$832K Buy
2021
Q1
$651K Buy
2020
Q4
$676K Sell
2020
Q3
$771K Sell
2020
Q2
$887K Buy