Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$517K Buy
2025
Q2
$425K Sell
2025
Q1
$285K Sell
2024
Q4
$316K Hold
2024
Q3
$333K Buy
2024
Q2
$341K Sell
2024
Q1
$284K Buy
2023
Q4
$201K Buy
2022
Q1
Sell
2021
Q4
$254K Buy