Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$423K Buy
2025
Q2
$286K Buy
2024
Q2
Sell
2024
Q1
$12.6K Hold
2023
Q4
$14.9K Buy
2022
Q4
Sell
2022
Q3
$70K Buy
2022
Q1
Sell
2021
Q4
$2K Buy