Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$201K Buy
2025
Q2
$222K Buy
2023
Q3
Sell
2023
Q2
$340K Hold
2023
Q1
$266K Hold
2022
Q4
$227K Sell
2022
Q3
$419K Buy
2022
Q2
Sell
2022
Q1
$281K Buy