Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$219K Hold
2025
Q2
$228K Sell
2025
Q1
$306K Sell
2024
Q4
$322K Buy
2024
Q3
$311K Buy
2022
Q2
Sell
2022
Q1
$1.43M Buy