Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$542K Buy
2025
Q1
$518K Buy
2021
Q2
Sell
2021
Q1
$183K Buy
2020
Q4
$108K Hold
2020
Q3
$78K Buy
2020
Q2
$57K Hold
2020
Q1
$52K Buy