Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$337K Buy
2025
Q1
$119K Sell
2024
Q4
$246K Sell
2024
Q3
$209K Buy
2024
Q2
$207K Buy
2023
Q1
Sell
2022
Q4
$92.4K Buy
2022
Q3
$57K Hold
2022
Q2
$54K Hold
2022
Q1
$95K Sell
2021
Q4
$122K Hold
2021
Q3
$226K Buy