Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$206K Buy
2022
Q1
Sell
2021
Q4
$232K Hold
2021
Q3
$229K Hold
2021
Q2
$259K Hold
2021
Q1
$251K Hold
2020
Q4
$228K Buy