Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$232K Sell
2025
Q2
$303K Sell
2025
Q1
$247K Sell
2024
Q4
$300K Buy
2024
Q3
$217K Hold
2024
Q2
$197K Sell
2024
Q1
$201K Sell
2023
Q4
$151K Buy
2023
Q3
$3.75K Buy
2022
Q1
Sell
2021
Q4
$21K Buy