Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$725K Buy
2025
Q2
$349K Hold
2025
Q1
$302K Hold
2024
Q4
$340K Sell
2024
Q3
$528K Hold
2024
Q2
$423K Hold
2024
Q1
$417K Hold
2023
Q4
$348K Buy
2023
Q3
$304K Buy
2022
Q2
Sell
2022
Q1
$31K Hold
2021
Q4
$37K Buy