Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$237K Buy
2022
Q4
Sell
2022
Q3
$234K Hold
2022
Q2
$308K Hold
2022
Q1
$342K Buy
2021
Q3
Sell
2021
Q2
$902K Hold
2021
Q1
$948K Buy
2020
Q4
$668K Buy
2020
Q3
$389K Buy