Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$220K Buy
2022
Q4
Sell
2022
Q3
$267K Hold
2022
Q2
$276K Hold
2022
Q1
$442K Hold
2021
Q4
$387K Sell
2021
Q3
$363K Buy
2021
Q2
Sell
2021
Q1
$214K Buy
2020
Q4
$222K Buy