Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$45K Buy
2025
Q2
Sell
2025
Q1
$350K Buy
2024
Q4
$151K Buy
2024
Q3
$19K Sell
2024
Q2
$72K Buy
2021
Q4
Sell
2021
Q3
$132K Buy