Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$248K Buy
2025
Q2
$202K Buy
2024
Q4
Sell
2024
Q3
$208K Hold
2024
Q2
$256K Hold
2024
Q1
$243K Buy
2020
Q4
Sell
2020
Q3
$92K Buy