Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$620K Buy
2025
Q2
$345K Hold
2025
Q1
$291K Buy
2024
Q4
$237K Hold
2024
Q3
$237K Buy
2024
Q2
Sell
2024
Q1
$205K Buy
2023
Q2
Sell
2023
Q1
$374K Buy
2022
Q4
$255K Buy