Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$294K Buy
2025
Q2
$271K Buy
2023
Q2
Sell
2023
Q1
$36.9K Sell
2022
Q4
$30K Sell
2022
Q3
$65K Hold
2022
Q2
$48K Buy
2022
Q1
$72K Buy
2021
Q4
$71K Buy
2021
Q3
$23K Buy