Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$182K Sell
2025
Q2
$185K Buy
2025
Q1
$132K Buy
2022
Q3
Sell
2022
Q2
$57K Buy
2022
Q1
$59K Hold
2021
Q4
$63K Sell
2021
Q3
$86K Buy
2021
Q2
$74K Buy