Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$238K Buy
2025
Q1
Sell
2024
Q4
$295K Buy
2022
Q4
Sell
2022
Q3
$279K Hold
2022
Q2
$236K Sell
2022
Q1
$641K Hold
2021
Q4
$629K Hold
2021
Q3
$722K Sell
2021
Q2
$411K Hold
2021
Q1
$377K Sell
2020
Q4
$592K Hold
2020
Q3
$311K Buy
2020
Q2
$214K Buy