Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$333K Buy
2023
Q4
Sell
2023
Q3
$35.5K Hold
2023
Q2
$60K Sell
2023
Q1
$36K Buy
2022
Q4
$16K Sell
2022
Q3
$35K Buy
2022
Q2
$24K Buy
2022
Q1
Sell
2021
Q4
$108K Buy