Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$220K Buy
2025
Q2
$222K Sell
2025
Q1
$215K Buy
2024
Q4
$204K Buy
2022
Q1
Sell
2021
Q4
$1.52M Hold
2021
Q3
$1.4M Buy
2021
Q2
$762K Buy