Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$554K Hold
2025
Q2
$543K Buy
2022
Q4
Sell
2022
Q3
$416K Hold
2022
Q2
$487K Hold
2022
Q1
$560K Hold
2021
Q4
$669K Hold
2021
Q3
$660K Sell
2021
Q2
$850K Buy
2021
Q1
$248K Buy
2020
Q4
$221K Buy