Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$289K Hold
2025
Q2
$286K Buy
2025
Q1
$298K Buy
2024
Q4
$237K Sell
2024
Q3
$297K Buy
2024
Q2
$238K Hold
2024
Q1
$217K Sell
2023
Q4
$255K Buy
2023
Q3
$205K Sell
2023
Q2
$213K Buy
2020
Q2
$275K Buy