Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$368K Sell
2025
Q1
$477K Buy
2024
Q4
$275K Sell
2024
Q3
$340K Buy
2021
Q3
$40K Hold
2021
Q2
$43K Hold
2021
Q1
$39K Hold
2020
Q4
$38K Buy