Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$295K Buy
2022
Q2
Sell
2022
Q1
$295K Buy
2021
Q4
$277K Buy
2021
Q3
$267K Sell
2021
Q2
$283K Buy
2021
Q1
$279K Buy
2020
Q3
$229K Buy