Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$435K Sell
2025
Q2
$397K Hold
2025
Q1
$358K Buy
2024
Q4
$405K Hold
2024
Q3
$397K Buy
2024
Q2
$263K Buy
2024
Q1
$251K Buy
2022
Q1
Sell
2021
Q4
$224K Sell
2021
Q3
$261K Sell
2021
Q2
$262K Buy