Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$316K Buy
2025
Q1
Sell
2024
Q4
$534K Sell
2024
Q3
$622K Buy
2024
Q2
Sell
2024
Q1
$852K Buy
2021
Q2
Sell
2021
Q1
$217K Sell
2020
Q4
$292K Buy