Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$289K Hold
2025
Q2
$286K Sell
2025
Q1
$322K Buy
2024
Q4
$268K Sell
2024
Q3
$336K Buy
2024
Q2
$325K Sell
2024
Q1
$317K Buy
2023
Q4
$268K Buy
2020
Q1
Sell
2019
Q4
$203K Buy