Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$479K Hold
2025
Q2
$342K Buy
2025
Q1
$218K Sell
2024
Q4
$356K Sell
2024
Q3
$390K Buy
2022
Q2
Sell
2022
Q1
$248K Buy
2021
Q4
$240K Buy
2021
Q1
Sell
2020
Q4
$220K Buy