Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$339K Hold
2025
Q2
$305K Hold
2025
Q1
$345K Sell
2024
Q4
$408K Sell
2024
Q3
$457K Hold
2024
Q2
$447K Hold
2024
Q1
$385K Hold
2023
Q4
$384K Buy
2022
Q2
Sell
2022
Q1
$221K Hold
2021
Q4
$229K Buy