Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$344K Buy
2025
Q2
Sell
2025
Q1
$349K Buy
2023
Q2
Sell
2023
Q1
$247K Buy
2022
Q4
Sell
2022
Q3
$228K Buy
2022
Q1
Sell
2021
Q4
$486K Buy
2021
Q3
Hold
2021
Q2
Hold
2020
Q1
Hold
2019
Q4
Hold