Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$416K Hold
2025
Q2
$438K Sell
2025
Q1
$399K Hold
2024
Q4
$437K Buy
2024
Q2
$339K Sell
2024
Q1
$339K Buy
2023
Q4
$318K Buy
2023
Q3
$222K Hold
2023
Q2
$268K Buy
2019
Q3
$380K Buy