Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$97K Sell
2025
Q2
$333K Buy
2023
Q4
Sell
2023
Q3
$267K Hold
2023
Q2
$266K Hold
2023
Q1
$328K Buy
2020
Q2
Sell
2020
Q1
$102K Hold
2019
Q4
$264K Buy