Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$304K Hold
2025
Q2
$249K Hold
2025
Q1
$227K Sell
2024
Q4
$207K Hold
2024
Q3
$218K Buy
2022
Q1
Sell
2021
Q4
$232K Buy
2021
Q3
$243K Buy
2021
Q2
$241K Hold
2021
Q1
$210K Buy