Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$242K Hold
2025
Q2
$201K Sell
2025
Q1
$277K Hold
2024
Q4
$308K Buy
2024
Q3
$226K Hold
2024
Q2
$201K Buy
2024
Q1
$214K Buy
2020
Q4
Sell
2020
Q3
$104K Sell
2020
Q2
$1.45M Buy