Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$280K Buy
2025
Q2
$174K Sell
2025
Q1
$231K Buy
2024
Q4
$158K Hold
2024
Q3
$169K Sell
2024
Q2
$202K Buy
2022
Q4
Sell
2022
Q3
$780K Buy