Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$267K Hold
2025
Q2
$284K Buy
2025
Q1
$219K Hold
2024
Q4
$217K Hold
2024
Q3
$260K Buy
2024
Q1
Sell
2023
Q4
$207K Buy
2022
Q1
Sell
2021
Q4
$268K Buy