Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$511K Sell
2025
Q2
$490K Buy
2025
Q1
$382K Sell
2024
Q4
$349K Buy
2024
Q3
$419K Hold
2024
Q2
$406K Buy
2024
Q1
$346K Buy
2023
Q4
$246K Buy
2020
Q4
Sell
2020
Q3
$379K Buy