Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$568K Buy
2025
Q2
$387K Hold
2025
Q1
$292K Buy
2023
Q1
Sell
2022
Q4
$11K Buy
2022
Q3
$0 Sell
2022
Q2
$1K Hold
2022
Q1
$4K Hold
2021
Q4
$4K Buy