Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$209K Buy
2025
Q2
Sell
2025
Q1
$248K Buy
2021
Q3
Sell
2021
Q2
$239K Sell
2021
Q1
$268K Buy
2020
Q4
$265K Sell
2020
Q3
$220K Buy