Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$202K Sell
2025
Q2
$226K Buy
2025
Q1
$204K Buy
2022
Q1
Sell
2021
Q4
$212K Sell
2021
Q3
$452K Buy
2021
Q2
$409K Sell
2021
Q1
$462K Buy
2020
Q4
$387K Sell
2020
Q3
$366K Sell
2020
Q2
$376K Buy
2020
Q1
$251K Buy