Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$385K Buy
2025
Q2
$422K Buy
2025
Q1
Sell
2024
Q4
$167K Buy
2023
Q1
Sell
2022
Q4
$8K Hold
2022
Q3
$14K Sell
2022
Q2
$38K Buy