Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$237K Buy
2022
Q2
Sell
2022
Q1
$302K Hold
2021
Q4
$279K Hold
2021
Q3
$259K Hold
2021
Q2
$268K Hold
2021
Q1
$253K Buy