Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$250K Buy
2022
Q2
Sell
2022
Q1
$532K Buy
2021
Q4
$514K Hold
2021
Q3
$377K Sell
2021
Q2
$374K Hold
2021
Q1
$367K Hold
2020
Q4
$388K Hold
2020
Q3
$236K Buy