Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$635K Buy
2023
Q4
Sell
2023
Q3
$191K Hold
2023
Q2
$237K Hold
2023
Q1
$197K Hold
2022
Q4
$227K Buy
2022
Q3
$170K Buy
2022
Q2
$165K Buy
2022
Q1
$137K Buy
2021
Q4
$104K Sell
2021
Q3
$111K Sell
2021
Q2
$143K Buy