Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$228K Buy
2023
Q1
Sell
2022
Q4
$202K Sell
2022
Q3
$210K Hold
2022
Q2
$216K Buy
2022
Q1
$313K Sell
2021
Q4
$285K Buy
2021
Q3
$231K Sell
2021
Q2
$252K Buy
2021
Q1
$234K Buy
2020
Q3
Sell
2020
Q2
$208K Buy