Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$490K Hold
2025
Q2
$420K Hold
2025
Q1
$388K Hold
2024
Q4
$360K Buy
2022
Q3
$230K Hold
2022
Q2
$250K Hold
2022
Q1
$297K Hold
2021
Q4
$320K Buy