Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$279K Hold
2025
Q2
$226K Buy
2023
Q1
Sell
2022
Q4
$372K Hold
2022
Q3
$343K Hold
2022
Q2
$409K Buy
2022
Q1
$209K Hold
2021
Q4
$241K Hold
2021
Q3
$223K Hold
2021
Q2
$240K Hold
2021
Q1
$230K Buy