Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$517K Buy
2023
Q3
Sell
2023
Q2
$573K Buy
2023
Q1
$340K Hold
2022
Q4
$318K Hold
2022
Q3
$277K Hold
2022
Q2
$282K Buy
2021
Q2
Sell
2021
Q1
$359K Buy