Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$214K Sell
2025
Q2
$219K Buy
2022
Q2
Sell
2022
Q1
$238K Buy
2021
Q4
$240K Sell
2021
Q3
$266K Buy
2021
Q2
$265K Buy
2021
Q1
$210K Buy