Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$346K Buy
2025
Q2
$216K Hold
2025
Q1
$222K Buy
2023
Q1
Sell
2022
Q4
$377K Buy
2022
Q3
$336K Buy
2022
Q2
$369K Buy
2022
Q1
$380K Buy
2021
Q4
$263K Buy
2021
Q3
$221K Hold
2021
Q2
$221K Sell
2021
Q1
$221K Buy