Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$365K Buy
2022
Q3
$661K Hold
2022
Q2
$657K Hold
2022
Q1
$681K Sell
2021
Q4
$640K Hold
2021
Q3
$657K Hold
2021
Q2
$635K Buy