Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$241K Hold
2025
Q2
$209K Buy
2024
Q1
Sell
2023
Q4
$389K Hold
2023
Q3
$425K Buy
2023
Q1
$436K Hold
2022
Q4
$401K Hold
2022
Q3
$328K Hold
2022
Q2
$325K Hold
2022
Q1
$338K Buy