Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$344K Hold
2025
Q2
$323K Buy
2023
Q1
Sell
2022
Q4
$498K Hold
2022
Q3
$476K Buy
2022
Q2
$424K Sell
2022
Q1
$631K Hold
2021
Q4
$616K Buy
2021
Q3
Hold
2021
Q2
Hold