Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$300K Hold
2025
Q2
$272K Hold
2025
Q1
$265K Hold
2024
Q4
$221K Hold
2024
Q3
$202K Buy
2021
Q4
Sell
2021
Q3
$653K Hold
2021
Q2
$574K Hold
2021
Q1
$625K Hold
2020
Q4
$596K Buy