Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$930K Buy
2025
Q2
Hold
2025
Q1
Hold
2024
Q4
Hold
2022
Q3
Sell
2022
Q2
$52K Buy
2022
Q1
$81K Buy
2021
Q4
$75K Sell
2021
Q3
$272K Buy
2021
Q2
Hold