Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$245K Buy
2023
Q1
Sell
2022
Q4
$103K Buy
2022
Q3
Sell
2022
Q2
$297K Sell
2022
Q1
$317K Hold
2021
Q4
$387K Buy
2021
Q3
$268K Buy