Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$238K Hold
2025
Q2
$238K Hold
2025
Q1
$255K Hold
2024
Q4
$295K Hold
2024
Q3
$287K Hold
2024
Q2
$314K Sell
2024
Q1
$294K Buy
2023
Q4
$258K Buy
2019
Q4
Sell
2019
Q3
$61.5K Buy