Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$369K Hold
2025
Q2
$351K Buy
2025
Q1
$270K Buy
2024
Q4
$222K Buy
2024
Q2
$290K Sell
2024
Q1
$316K Buy
2023
Q4
$249K Sell
2023
Q3
$216K Hold
2023
Q2
$205K Buy
2019
Q3
$284K Buy