Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$120K Buy
2021
Q3
Sell
2021
Q2
$34K Sell
2021
Q1
$73K Buy
2020
Q4
$47K Sell
2020
Q3
$123K Sell
2020
Q2
$325K Buy
2020
Q1
Sell
2019
Q4
$165K Buy
2019
Q2
Sell
2019
Q1
$37K Buy