Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$35K Buy
2024
Q1
Sell
2023
Q4
$310K Buy
2023
Q1
Sell
2022
Q4
$148K Buy
2022
Q3
$144K Sell
2022
Q2
$202K Buy
2022
Q1
Sell
2021
Q4
$408K Buy