Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$545K Buy
2024
Q1
Sell
2023
Q4
$604K Sell
2023
Q3
$534K Hold
2023
Q2
$509K Hold
2023
Q1
$470K Hold
2022
Q4
$431K Sell
2022
Q3
$465K Hold
2022
Q2
$472K Hold
2022
Q1
$567K Hold
2021
Q4
$559K Buy