Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$243K Hold
2025
Q1
$195K Buy
2024
Q4
Sell
2024
Q3
$640K Buy
2024
Q2
Sell
2024
Q1
$388K Hold
2023
Q4
$324K Hold
2023
Q3
$267K Buy
2021
Q1
Sell
2020
Q4
$519K Hold
2020
Q3
$373K Buy