Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$302K Buy
2024
Q4
Sell
2024
Q3
$225K Buy
2023
Q3
Sell
2023
Q2
$331K Buy
2023
Q1
$337K Hold
2022
Q4
$333K Sell
2022
Q3
$361K Sell
2022
Q2
$527K Buy
2022
Q1
$505K Buy
2021
Q4
$482K Buy
2021
Q3
$478K Buy
2021
Q2
$471K Sell
2021
Q1
$490K Buy