Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$424K Hold
2025
Q2
$351K Buy
2025
Q1
$254K Buy
2024
Q4
$229K Buy
2023
Q2
Sell
2023
Q1
$123K Hold
2022
Q4
$98.4K Buy