Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$139K Sell
2025
Q2
$144K Hold
2025
Q1
$134K Buy
2023
Q1
Sell
2022
Q4
$40K Hold
2022
Q3
$32K Hold
2022
Q2
$31K Hold
2022
Q1
$45K Hold
2021
Q4
$34K Buy