Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$202K Buy
2022
Q4
Sell
2022
Q3
$86K Buy
2021
Q1
Sell
2020
Q4
$108K Sell
2020
Q3
$98K Buy
2020
Q2
$79K Buy