Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$598K Hold
2025
Q2
$598K Buy
2022
Q4
Sell
2022
Q3
$380K Buy
2021
Q2
Sell
2021
Q1
$395K Buy
2020
Q4
$236 Buy