Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$308K Buy
2025
Q2
$284K Hold
2025
Q1
$274K Buy
2024
Q4
$207K Sell
2024
Q3
$233K Buy
2022
Q2
Sell
2022
Q1
$216K Buy
2021
Q4
$254K Buy
2021
Q3
$246K Buy
2021
Q1
$284K Buy