Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$230K Buy
2022
Q4
Sell
2022
Q3
$225K Buy
2022
Q2
$310K Sell
2022
Q1
$554K Buy
2021
Q4
$626K Sell
2021
Q3
$450K Buy
2021
Q2
$256K Sell
2021
Q1
$360K Sell
2020
Q4
$621K Buy