Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$302K Buy
2022
Q4
Sell
2022
Q3
$89K Sell
2022
Q2
$254K Sell
2022
Q1
$469K Buy
2021
Q4
$552K Buy
2021
Q3
$724K Buy
2021
Q2
$500K Buy
2021
Q1
$298K Buy
2020
Q4
$318K Buy