Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$99K Hold
2025
Q2
$70.9K Hold
2025
Q1
$53.4K Sell
2024
Q4
$67.1K Sell
2024
Q3
$160K Hold
2024
Q2
$160K Sell
2024
Q1
$526K Buy
2021
Q2
Sell
2021
Q1
$126K Buy