Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$354K Buy
2025
Q2
$279K Hold
2025
Q1
$315K Hold
2024
Q4
$267K Sell
2024
Q3
$361K Sell
2024
Q2
$315K Buy
2024
Q1
$307K Buy
2023
Q4
Sell
2023
Q3
$204K Buy
2023
Q2
Sell
2023
Q1
$218K Hold
2022
Q4
$222K Buy
2019
Q4
$86K Buy