Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$335K Buy
2025
Q2
$293K Buy
2025
Q1
Sell
2024
Q4
$293K Hold
2024
Q3
$302K Buy
2024
Q2
$223K Buy
2021
Q3
Sell
2021
Q2
$207K Sell
2021
Q1
$236K Hold
2020
Q4
$207K Buy