Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$300K Hold
2025
Q2
$264K Hold
2025
Q1
$211K Hold
2024
Q4
$223K Hold
2024
Q3
$224K Buy
2024
Q1
Sell
2023
Q4
$275K Hold
2023
Q3
$212K Buy
2022
Q3
Sell
2022
Q2
$246K Hold
2022
Q1
$376K Hold
2021
Q4
$685K Buy