Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$585K Sell
2025
Q2
$566K Hold
2025
Q1
$460K Hold
2024
Q4
$621K Hold
2024
Q3
$686K Hold
2024
Q2
$535K Buy
2024
Q1
$9K Buy
2023
Q1
Sell
2022
Q4
$98K Sell
2022
Q3
$315K Sell
2022
Q2
$471K Buy