Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$230K Buy
2022
Q3
$300K Hold
2022
Q2
$317K Sell
2022
Q1
$311K Hold
2021
Q4
$290K Sell
2021
Q3
$348K Sell
2021
Q2
$1.28M Buy