Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$140K Buy
2022
Q3
$97K Hold
2022
Q2
$109K Hold
2022
Q1
$119K Sell
2021
Q4
$167K Hold
2021
Q3
$140K Hold
2021
Q2
$137K Buy