Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$736K Buy
2024
Q2
Sell
2024
Q1
$693K Hold
2023
Q4
$684K Buy
2023
Q3
$634K Buy
2022
Q4
Sell
2022
Q3
$251K Hold
2022
Q2
$258K Hold
2022
Q1
$381K Hold
2021
Q4
$303K Buy