Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$191K Buy
2024
Q4
Sell
2024
Q3
$283K Buy
2023
Q1
Sell
2022
Q4
$182K Buy
2021
Q3
Sell
2021
Q2
$354K Buy
2021
Q1
$202K Sell
2020
Q4
$736K Buy
2020
Q3
Sell
2020
Q2
$599K Buy