Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$504K Buy
2024
Q4
Sell
2024
Q3
$350K Sell
2024
Q2
$527K Buy
2023
Q4
Sell
2023
Q3
$255K Buy
2021
Q2
Hold
2021
Q1
Hold