Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$290K Hold
2025
Q2
$236K Buy
2025
Q1
Sell
2024
Q4
$241K Hold
2024
Q3
$212K Hold
2024
Q2
$212K Buy
2022
Q1
Sell
2021
Q4
$247K Buy