Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$16.1K Buy
2024
Q2
Sell
2024
Q1
$225K Sell
2023
Q4
$190K Hold
2023
Q3
$190K Sell
2023
Q2
$222K Sell
2023
Q1
$235K Sell
2022
Q4
$242K Buy
2022
Q3
$216K Sell
2022
Q2
$293K Sell
2022
Q1
$285K Sell
2021
Q4
$280K Buy