Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$204K Buy
2025
Q2
Sell
2025
Q1
$216K Sell
2024
Q4
$335K Sell
2024
Q3
$409K Buy
2023
Q3
Sell
2023
Q2
$2K Sell
2023
Q1
$3K Hold
2022
Q4
$3K Buy
2022
Q3
$2K Sell
2022
Q2
$31K Buy
2022
Q1
$28K Buy
2021
Q4
$26K Buy