Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$607K Buy
2025
Q2
$549K Sell
2025
Q1
$575K Sell
2024
Q4
$506K Buy
2022
Q1
Sell
2021
Q4
$238K Hold
2021
Q3
$239K Hold
2021
Q2
$267K Buy