Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$455K Hold
2025
Q2
$414K Buy
2022
Q3
Sell
2022
Q2
$225K Buy
2022
Q1
$251K Hold
2021
Q4
$294K Sell
2021
Q3
$258K Buy
2021
Q2
$233K Hold
2021
Q1
$261K Sell
2020
Q4
$273K Buy