Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$304K Hold
2025
Q2
$269K Sell
2025
Q1
$720K Buy
2021
Q3
Sell
2021
Q2
$104K Buy
2021
Q1
Sell
2020
Q4
$57K Hold
2020
Q3
$55K Hold
2020
Q2
$52K Hold
2020
Q1
$39K Buy