Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$430K Hold
2025
Q2
$307K Sell
2025
Q1
$282K Buy
2024
Q4
$373K Sell
2024
Q3
$262K Buy
2024
Q1
Sell
2023
Q4
$134K Buy
2021
Q1
Sell
2020
Q4
$94K Hold
2020
Q3
$57K Buy