Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$354K Buy
2022
Q1
Sell
2021
Q4
$226K Sell
2021
Q3
$265K Buy
2021
Q2
$270K Buy
2020
Q4
Sell
2020
Q3
$212K Buy