Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$228K Buy
2024
Q4
Sell
2024
Q3
$26.4K Buy
2024
Q1
Sell
2023
Q4
$17.5K Buy
2021
Q1
Sell
2020
Q4
$82K Hold
2020
Q3
$81K Buy