Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$259K Hold
2025
Q2
$271K Buy
2024
Q1
Sell
2023
Q4
$222K Buy
2022
Q2
Sell
2022
Q1
$241K Hold
2021
Q4
$321K Hold
2021
Q3
$366K Buy