Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$591K Hold
2025
Q2
$459K Hold
2025
Q1
$294K Hold
2024
Q4
$350K Hold
2024
Q3
$358K Hold
2024
Q2
$290K Hold
2024
Q1
$264K Buy
2021
Q1
Sell
2020
Q4
$212K Buy