Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$258K Buy
2025
Q2
Sell
2025
Q1
$311K Sell
2024
Q4
$281K Hold
2024
Q3
$354K Buy
2024
Q2
$238K Buy
2022
Q3
Sell
2022
Q2
$200K Buy
2021
Q4
Sell
2021
Q3
$260K Buy
2021
Q2
$248K Buy