Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$183K Buy
2025
Q2
$104K Buy
2024
Q2
Sell
2024
Q1
$544K Buy
2023
Q1
Sell
2022
Q4
$24K Sell
2022
Q3
$1.48M Buy
2022
Q2
$88K Buy
2022
Q1
Hold
2021
Q4
Sell
2021
Q3
$1.02M Buy
2021
Q2
Hold
2021
Q1
Sell
2020
Q4
$32K Buy