Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$260K Hold
2025
Q1
$268K Hold
2024
Q4
$310K Hold
2024
Q3
$318K Buy
2024
Q2
Sell
2024
Q1
$212K Buy
2023
Q2
Sell
2023
Q1
$200K Buy
2022
Q1
Sell
2021
Q4
$205K Buy