Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$349K Hold
2025
Q2
$390K Hold
2025
Q1
$474K Hold
2024
Q4
$480K Sell
2024
Q3
$437K Sell
2024
Q2
$457K Hold
2024
Q1
$449K Sell
2023
Q4
$457K Sell
2023
Q3
$413K Buy
2020
Q1
Sell
2019
Q4
$201K Buy