Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$136K Buy
2025
Q2
Sell
2025
Q1
$175K Hold
2024
Q4
$180K Sell
2024
Q3
$238K Hold
2024
Q2
$237K Sell
2024
Q1
$166K Buy
2023
Q2
Sell
2023
Q1
$201K Buy
2022
Q1
Sell
2021
Q4
$204K Buy