Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$233K Sell
2025
Q2
$235K Buy
2023
Q2
Sell
2023
Q1
$636K Sell
2022
Q4
$559K Buy
2022
Q3
$522K Sell
2022
Q2
$703K Sell
2022
Q1
$1.24M Buy
2021
Q4
$220K Buy
2021
Q1
Sell
2020
Q4
$1.01M Buy