Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$377K Hold
2025
Q2
$370K Hold
2025
Q1
$357K Hold
2024
Q4
$314K Hold
2024
Q3
$332K Hold
2024
Q2
$248K Sell
2024
Q1
$258K Hold
2023
Q4
$266K Buy
2021
Q4
$432K Buy