Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$496K Hold
2025
Q2
$386K Hold
2025
Q1
$247K Hold
2024
Q4
$294K Hold
2024
Q3
$301K Buy
2021
Q3
Sell
2021
Q2
$538K Buy