Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$235K Buy
2025
Q1
Sell
2024
Q4
$472K Buy
2024
Q3
$305K Hold
2024
Q2
$231K Buy
2024
Q1
Sell
2023
Q4
$245K Sell
2023
Q3
$251K Buy
2023
Q2
$257K Buy
2022
Q4
Sell
2022
Q3
$321K Sell
2022
Q2
$291K Hold
2022
Q1
$466K Hold
2021
Q4
$457K Buy